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 […]
Advisers
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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
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
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.
Recent Posts
Why should advisers segment their client base?
March 5, 2021
Ask the right questions the right way to get the best answers
March 2, 2021
Why Australians think financial advice is becoming more useful
February 26, 2021- Protecting true financial advisers a central part of the new regime
February 23, 2021 
Licensees fishing in a dwindling pond of advisers
February 19, 2021
