Advice

The allure of the market crash catches out retail investors

The allure of the market crash catches out retail investors

To the untrained eye, the collapse in global equities between late-February and mid-March may have looked like a once-in-a-lifetime opportunity – the chance to snap-up quality stocks at rock-bottom prices. […]

by May 7, 2020 0 comments Advice
Baby boomer personal finances hit hard by COVID-19

Baby boomer personal finances hit hard by COVID-19

While millennials are feeling the effects of the pandemic on their mental health and wellbeing, CoreData research shows baby boomers are being hit harder in the hip pocket by COVID-19.  […]

by May 7, 2020 0 comments Advice, Research
Down markets revive asset-fee argument

Down markets revive asset-fee argument

It’s often said that clients of financial advisers should be allowed to choose for themselves how they pay for advice. The client-choice argument is often advanced in support of asset-based […]

by May 5, 2020 0 comments Advice, Advisers
CoreData 2020 Licensee Research: How is your licensee performing?

CoreData 2020 Licensee Research: How is your licensee performing?

In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]

by April 30, 2020 0 comments Advice, Industry, Licensees
Australians begin to adjust to the ‘new normal’

Australians begin to adjust to the ‘new normal’

It’s been a month since the Federal government took drastic action to stop the spread of coronavirus in Australia, mandating the closure of many businesses and implementing stricter social distancing […]

by April 24, 2020 0 comments Advice
Australians taking action amid COVID-19 pandemic to secure their financial future

Australians taking action amid COVID-19 pandemic to secure their financial future

The pseudo-lockdown of Australia’s economy has changed everyday life dramatically, and while social media will emphasise the extreme behaviours, CoreData is focused on the practical actions Australians are taking to […]

by April 16, 2020 0 comments Advice, Advisers
The mood improves as governments stimulate public sentiment

The mood improves as governments stimulate public sentiment

As Australia headed into Easter, the original epicentre of the COVID-19 outbreak formally lifted strict lockdowns that had been in place for over two months. Although hardly out of the […]

by April 13, 2020 0 comments Advice, Advisers
Deteriorating mental health a concern for the beleaguered income protection sector

Deteriorating mental health a concern for the beleaguered income protection sector

Life insurance has typically been considered a recession-proof industry. This is partly because the need for insurance doesn’t go away during an economic slowdown – in fact, the need to […]

by April 13, 2020 1 comment Advice, Advisers
Why advisers are on the frontline in tackling community concerns about COVID-19

Why advisers are on the frontline in tackling community concerns about COVID-19

Clients walking into financial advisers’ offices – or, more likely, logging into video-conference meetings – will be bringing with them more than their regular questions about their finances, goals and […]

by April 3, 2020 1 comment Advice, Advisers
It’s tough out there: the impact of COVID-19 on Aussies’ finances and wellbeing

It’s tough out there: the impact of COVID-19 on Aussies’ finances and wellbeing

As the world bunkers down in an effort to bring the coronavirus (COVID-19) pandemic under control, Australians are taking their own steps to mitigate its impact on their financial and […]

by April 3, 2020 0 comments Advice, Advisers