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 […]
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 […]
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.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
How the best firms take the mystery out of advicetech success 
The wide and varying experience of advisers sitting the industry exam 
It’s time to be bold and tell the success stories of financial advice 
Continued losses in life insurance putting consumer value at risk 
The value of a licensee: Have your say 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
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