Advisers

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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 […]

by March 5, 2021 0 comments Advice, Advisers
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Ask the right questions the right way to get the best answers

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 […]

by March 2, 2021 0 comments Advice, Advisers, Research
Why Australians think financial advice is becoming more useful

Why Australians think financial advice is becoming more useful

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 […]

by February 26, 2021 0 comments Advice, Advisers
Protecting true financial advisers a central part of the new regime

Protecting true financial advisers a central part of the new regime

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 […]

by February 23, 2021 2 comments Advice, Advisers, Legislation, Profession
Mapping the pain in the PI market

Mapping the pain in the PI market

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 […]

by February 16, 2021 1 comment Advice, Advisers, Industry, Licensees
Why advice could be worth $630 billion to the nation

Why advice could be worth $630 billion to the nation

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 […]

by February 2, 2021 2 comments Advice, Advisers
Six things that are on the minds of Australia’s high-net-worth investors

Six things that are on the minds of Australia’s high-net-worth investors

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 […]

by January 18, 2021 0 comments Advice, Advisers, Start Making Sense
Start Making Sense Ep9: What we read on New Model Adviser in 2020

Start Making Sense Ep9: What we read on New Model Adviser in 2020

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 […]

A year to remember, or a year to forget? CoreData’s review of 2020

A year to remember, or a year to forget? CoreData’s review of 2020

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 […]

‘Advice Dividend’ puts numbers on the value of advice

‘Advice Dividend’ puts numbers on the value of advice

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.

by December 15, 2020 2 comments Advice, Advisers, Industry