Advisers

Delivering an exceptional advice experience in a COVID-19 world

Delivering an exceptional advice experience in a COVID-19 world

Our world during the COVID-19 pandemic is full of uncertainty, the situation rapidly changing and developing. We saw early signs of recovery in Australia as restrictions began easing in July; […]

by July 27, 2020 0 comments Advice, Advisers, Technology
Pandemic reveals the essential work of financial advisers

Pandemic reveals the essential work of financial advisers

We’ve heard a lot during the global pandemic about our frontline health workers, and the essential role they’ve played in keeping us safe. Our health has been the primary focus […]

by July 27, 2020 0 comments Advice, Advisers, Industry
Financial advice and the death of trust

Financial advice and the death of trust

Here’s the problem with creating trust benchmarks for financial planning: It’s tricky. It’s tricky because trust is a complex psychological construct; it’s tricky because trust is uniquely personal; and it’s […]

by July 13, 2020 0 comments Advice, Advisers, Research
Why improving financial literacy could open the door to advice

Why improving financial literacy could open the door to advice

CoreData’s research over the past two decades has consistently found that at any point in time, only around one in four Australians are receiving financial advice.  This is a relatively […]

by June 30, 2020 0 comments Advice, Advisers
Hearing other voices: why guilt by association could prompt a client to exit

Hearing other voices: why guilt by association could prompt a client to exit

Most financial advisers know well by now that two of the most important ways of attracting new clients and retaining the clients they have is to generate referrals and to […]

by June 25, 2020 0 comments Advisers, Industry, Research
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 2 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