Have we entered a ‘new normal’ for trust in financial advice?
We’re waiting with bated breath to learn what the next CoreData Trust in Financial Services survey tells us about how financial advice is faring in the eyes of the Australian […]
Advice
Declining numbers only part of the story of an industry being reshaped
The decline of adviser numbers over the past couple of years or so has been well documented, but it is only part of the story of what’s been taking place […]
The difference advice makes being proven right now
People often make unwise or hasty decisions when they’re under stress. And a growing number of Australian households have found themselves under stress, both financially and non-financially, during the COVID-19 […]
All eyes on IOOF as it sets out to prove the value of advice
All eyes will be on IOOF over the next year or two as it digests the acquisition of MLC and beds it down alongside other recent acquisitions, including the former […]
‘Happy client, happy life’: how GPS Wealth took top honours
It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]
Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’
The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]
Why wealthy investors at a market crossroads are hesitant to invest
CoreData’s Q3 Investor Sentiment Research shows that high net worth individuals (HNWIs) are hesitant to invest more in risky assets, especially international equities, in the short term. As the pace […]
Why an evolving advice industry is challenging for investment managers too
It’s often said good strategy is like gold: it’s precious, but rare. But when the challenges appear ubiquitous and the market strewn with look-alike competition it’s strategy (your inimitable gameplan) […]
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 […]
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 […]
Recent Posts
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Protecting true financial advisers a central part of the new regime
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Mapping the pain in the PI market
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