Why should advisers segment their client base?
A deep understanding of clients should be a strength of any advice practice. Understanding clients means not only being intimately familiar with their goals, objectives and advice needs, it also […]
A deep understanding of clients should be a strength of any advice practice. Understanding clients means not only being intimately familiar with their goals, objectives and advice needs, it also […]
CoreData research has shown that only around one-third of financial advice firms conduct formal and regular surveys to keep in touch with clients and what they’re thinking. In other words, two-thirds of […]
An understanding of the benefits of financial advice seems to be gaining ground, with CoreData’s latest Trust in Financial Services research finding a majority of Australians believe financial advice is […]
Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]
In January the Australian Securities and Investments Commission responded to questions on notice during a Parliamentary Joint Committee on Corporations and Financial Services hearing about ructions in the professional indemnity insurance […]
ASIC’s latest consultation paper, CP 332 Promoting access to affordable advice for consumers, aims to identify the challenges, barriers and impediments people face to seeking financial advice, and how to […]
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 […]
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.