Advice

Buying the dip and FOMO: investor sentiment in a time of COVID-19

Buying the dip and FOMO: investor sentiment in a time of COVID-19

Earlier this year, with COVID-19 seemingly contained to mainland China, many anticipated a local market recovery, with a budget surplus perhaps within reach despite a summer of unprecedented bushfires. The […]

by April 3, 2020 0 comments Advice, Advisers
How not to set pre-retirees up for disappointment

How not to set pre-retirees up for disappointment

A well-known concern among older Australians is the fear of not having enough money to last them through their retirement years. Indeed, CoreData’s Best Possible Retirement research has revealed that […]

by March 24, 2020 0 comments Advice, Superannuation
The art of low-cost active investing

The art of low-cost active investing

The Financial Planning Association of Australia publication Money & Life invited a panel of industry professionals to discuss their thoughts on low-cost active investing, including how to better engage with clients […]

by February 24, 2020 0 comments Advice, Advisers, Superannuation
Make clients aware of the Code of Ethics

Make clients aware of the Code of Ethics

The financial planning industry routinely makes sense for its clients out of complex, convoluted and arcane taxation, social security and superannuation legislation. Adopting a new, industry-wide code of ethics for […]

by January 28, 2020 0 comments Advice
This may be the quickest way to win back trust in financial advice

This may be the quickest way to win back trust in financial advice

New research by CoreData has found that financial advisers would be trusted more if consumers knew more about new education, professional and ethical standards coming into play in the next […]

by January 13, 2020 0 comments Advice, Advisers, Research
Can deconstructing advice improve the client experience?

Can deconstructing advice improve the client experience?

A wall running the length of the Kearney Group boardroom in the Melbourne suburb of Abbotsford is adorned with a deconstruction of the financial advice process, its multiple steps and […]

by November 12, 2019 0 comments Advice, Practice
Value trumps all in client stakes: research

Value trumps all in client stakes: research

One of the hardest things for some financial advisers to do, it seems, is to explain simply and clearly to a client, whether existing or prospective, exactly why financial advice […]

by November 12, 2019 0 comments Advice, Advisers, Research
From chaos comes opportunity – if you’re ready to grasp it

From chaos comes opportunity – if you’re ready to grasp it

Financial advisers and licensees have an unprecedented opportunity to revisit how they define and deliver value – licensees to advisers, advisers to clients – as the financial advice industry resets […]

by October 2, 2019 0 comments Advice, Licensees
I won’t back down: Why perseverance is key for advisers

I won’t back down: Why perseverance is key for advisers

Financial advisers are facing some real headwinds at the moment.  Over the coming year, they’re all required to sit and pass a universal examination, and then they’ll need to upgrade their […]

by August 27, 2019 0 comments Advice, Profession
Advisers in the box seat as $3.9 trillion set to change hands

Advisers in the box seat as $3.9 trillion set to change hands

Financial advisers are in prime position to cater to a booming demand for services as an unprecedented $3.9 trillion of wealth prepares to be transferred between generations – but only […]

by August 27, 2019 0 comments Advice, Licensees, Research