Advice

The verdict: Drivers of advice business growth in the year ahead

The verdict: Drivers of advice business growth in the year ahead

Most financial planning practices expecting to grow in the year ahead believe growth in new clients and more business from the clients they already have will drive business expansion, as […]

by September 25, 2020 0 comments Advice, Advisers, Practice, Research
Why insurers face a perfect storm as Australians’ ‘surge capacity’ is tested

Why insurers face a perfect storm as Australians’ ‘surge capacity’ is tested

It started as a health crisis and quickly became an economic crisis. Now, six months on from the initial COVID-19 lockdown in Australia, we are arguably experiencing one of the […]

by September 25, 2020 1 comment Advice, Advisers, Risk
The verdict: research providers and investment solutions

The verdict: research providers and investment solutions

Morningstar and Lonsec are the external research providers used by most financial planners, and most planners offer managed funds as their core investment solution for clients, according to CoreData’s latest […]

by September 18, 2020 0 comments Advice, Advisers, Research
Who will be the 2020 CoreData licensees of the year?

Who will be the 2020 CoreData licensees of the year?

On Friday this week CoreData Research will name the winners of the 2020 Licensee of the Year Awards. Today we announce the finalists in key award categories. These annual awards […]

by September 15, 2020 0 comments Advice, Advisers, Licensees
An alternatives universe beckons for advisers willing to explore

An alternatives universe beckons for advisers willing to explore

Since the 1970s when big names like Sequoia, Bridgewater and KKR were founded, alternative asset classes have been in the playbooks of institutional investors such as pension funds, endowments, and […]

by September 11, 2020 2 comments Advice, Advisers
Is this the sweet spot for advisers and the FASEA exam?

Is this the sweet spot for advisers and the FASEA exam?

Advisers in relatively large advice practices and advisers with between five and 10 years of experience appear to be finding the cost and time impost of sitting the FASEA exam […]

by September 8, 2020 4 comments Advice, Advisers, Industry, Legislation
The verdict: What’s your greatest value-add?

The verdict: What’s your greatest value-add?

Last week in CoreData’s first fast-and-focused financial adviser survey, we asked New Model Adviser readers what they consider to be the greatest value-adding activity they undertake for clients. The results […]

by September 3, 2020 0 comments Advice, Advisers, Practice
New standards costing advisers time and money, but the public is onboard

New standards costing advisers time and money, but the public is onboard

The introduction of new education, professional and ethical standards for financial advisers has proven to be both costly and disruptive for financial advices and advice businesses. But new research by […]

by August 31, 2020 2 comments Advice, Advisers
How to recognise the new face of financial hardship

How to recognise the new face of financial hardship

Almost three quarters of Australians now experiencing financial vulnerability or hardship were able to pay their bills with money to spare before the COVID-19 pandemic struck. CoreData’s latest COVID-19 Pulse […]

by August 18, 2020 0 comments Advice, Advisers, Research