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 1 comment 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 1 comment 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
The tech advisers are using – and plan to use – to keep in touch

The tech advisers are using – and plan to use – to keep in touch

COVID-19 forced a massive work-from-home push in China earlier this year. In Australia around a third of employees already regularly worked from home in 2019, according to Australian Bureau of […]

by March 24, 2020 0 comments Advisers, Technology
For risk advisers, the glass is half-empty

For risk advisers, the glass is half-empty

As the impact of new regulations and education standards weigh on the minds of Australian financial advisers, a trend of short-term pessimism is sweeping through the industry.  CoreData’s inaugural Adviser […]

by March 13, 2020 0 comments Advisers, Risk
Why risk advice could be the future domain of the rich

Why risk advice could be the future domain of the rich

The sustainability of risk advice is under threat, with nearly two in five advisers offering life insurance advice claiming they are not able to deliver this profitably under changes to […]

by March 9, 2020 0 comments Advisers, Risk
The art of low-cost active investing

The art of low-cost active investing

The Financial Planning Association of Australia publication Money & Life invited a panel of industry professionals to discuss their thoughts on low-cost active investing, including how to better engage with clients […]

by February 24, 2020 0 comments Advice, Advisers, Superannuation
Why the FASEA standards will be worth the disruption

Why the FASEA standards will be worth the disruption

On January 1 last year the financial advice industry entered a new era when the first of a set of new education, professional and ethical standards came into force.  Between […]

by February 20, 2020 0 comments Advisers, Legislation