Advisers

Financial advice stands one step from the summit

Financial advice stands one step from the summit

At an altitude of almost 8800 metres, and just 50 metres below the summit of Mt Everest, there was a small but technically challenging section which came to be known […]

by June 4, 2020 0 comments Advice, Advisers, Profession
New look, interactivity for CoreData COVID-19 Pulse Check Dashboard

New look, interactivity for CoreData COVID-19 Pulse Check Dashboard

The CoreData COVID-19 Dashboard has been redesigned to offer a suite of new interactive features. Search how the pandemic is affecting sentiment, intentions, behaviour and concerns, by gender, generation, state […]

by May 30, 2020 0 comments Advice, Advisers
Financial advice supports positive mental health during COVID-19 pandemic

Financial advice supports positive mental health during COVID-19 pandemic

As the community’s focus shifts from protecting our health to kick-starting our economic recovery, new research has reinforced the role of financial advisers in supporting not only the financial resilience […]

by May 28, 2020 0 comments Advice, Advisers
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
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 0 comments 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 0 comments 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
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