Advice

Start Making Sense Ep9: What we read on New Model Adviser in 2020

Start Making Sense Ep9: What we read on New Model Adviser in 2020

In August 2019, CoreData started a new website, New Model Adviser, to showcase our research and insights on financial advice: the profession, advisers, advice practices, licensees, legislation and more. During the […]

A year to remember, or a year to forget? CoreData’s review of 2020

A year to remember, or a year to forget? CoreData’s review of 2020

In 2020 we all had to adapt quickly to a suddenly changed world, and to find new and innovative ways to of doing business and interacting with clients. It was […]

‘Advice Dividend’ puts numbers on the value of advice

‘Advice Dividend’ puts numbers on the value of advice

Earlier this year IOOF commissioned CoreData Research on a project designed to really get to grips with how clients of financial advisers experience advice and their perceptions of its benefits.

Advice firm size not an automatic barrier to improving efficiency

Advice firm size not an automatic barrier to improving efficiency

In CoreData’s Q4 2020 Adviser Pulse Check Survey we asked advisers to tell us approximately how long it takes to produce a simple statement of advice, a comprehensive statement of […]

by December 11, 2020 1 comment Advice, APAC, Insights, Practice
Here are two indicators that the future for advice is getting brighter

Here are two indicators that the future for advice is getting brighter

Describing 2020 as a difficult year is like describing Donald Trump as an unusual President. The stresses placed on advisers and advice businesses have been profound in many cases, and […]

by December 8, 2020 0 comments Advice, APAC, Industry, Insights
Improved financial literacy another happy side-effect of good advice

Improved financial literacy another happy side-effect of good advice

Financial advice can play an important role in the financial education of Australians and facilitate the improvement of financial literacy through the wider community. And it’s not only those with […]

by December 1, 2020 0 comments Advice, APAC, Consumers/retail, Insights
Trust in financial advice returning as the darkest days recede

Trust in financial advice returning as the darkest days recede

It seems like a long time ago now, but the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry was a landmark event for financial advice. Public […]

by November 27, 2020 1 comment Advice, APAC, Consumers/retail, Industry, Insights
Financial planning and asset management in a time of uncertainty

Financial planning and asset management in a time of uncertainty

In September of 2015 Japan was in the third wave of Abenomics, an attempt by Shinzo Abe, the then Prime Minster of Japan, to lift the economy off its low-growth […]

by November 24, 2020 0 comments Advice, APAC, Asset management
Time to reassess the role of robo-advice in addressing accessibility and affordability

Time to reassess the role of robo-advice in addressing accessibility and affordability

The corporate watchdog’s consultation on how to make financial advice more affordable and accessible to more Australians will raise questions about the role of robo advice in helping bridge a […]

by November 20, 2020 0 comments Advice, APAC, Asset management, Consumers/retail
The opportunity for advisers whose offer can meet the need

The opportunity for advisers whose offer can meet the need

The COVID-19 global pandemic has prompted a rethink of the value of advice, as an increasing number of individuals and households find themselves under financial pressure. But the individuals believe […]

by November 17, 2020 1 comment Advice, APAC, Insights