Advisers

The increasing importance of financial advice in a post-pandemic landscape

The increasing importance of financial advice in a post-pandemic landscape

CoreData Research has published a new white paper, The Post-Pandemic Advice Landscape, analysing the seismic impact of the COVID-19 pandemic on the Australian financial advice industry. The pandemic has changed […]

‘Happy client, happy life’: how GPS Wealth took top honours

‘Happy client, happy life’: how GPS Wealth took top honours

It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]

by October 16, 2020 0 comments Advice, Advisers, Industry, Licensees
Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’

Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’

The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]

by October 13, 2020 3 comments Advice, Advisers, Industry, Legislation, Profession
Why wealthy investors at a market crossroads are hesitant to invest

Why wealthy investors at a market crossroads are hesitant to invest

CoreData’s Q3 Investor Sentiment Research shows that high net worth individuals (HNWIs) are hesitant to invest more in risky assets, especially international equities, in the short term. As the pace […]

by October 9, 2020 0 comments Advice, Advisers, Investment
How one licensee has been pushed to find new boundaries amid COVID-19 disruption

How one licensee has been pushed to find new boundaries amid COVID-19 disruption

They say you should never let a good crisis go to waste, and the COVID-19 pandemic has handed financial advisers and licensees an opportunity to rethink how they interact with […]

by October 6, 2020 0 comments Advisers, Industry, Licensees
Why an evolving advice industry is challenging for investment managers too

Why an evolving advice industry is challenging for investment managers too

It’s often said good strategy is like gold: it’s precious, but rare. But when the challenges appear ubiquitous and the market strewn with look-alike competition it’s strategy (your inimitable gameplan) […]

by October 2, 2020 0 comments Advice, Advisers, Industry, Licensees
The verdict: Most advisers just don’t ask clients if they’re satisfied

The verdict: Most advisers just don’t ask clients if they’re satisfied

Only around one-third of financial advice firms conduct formal and regular client satisfaction surveys to improve their services and offering to clients. CoreData’s latest fast and focused research, conducted between […]

by October 1, 2020 0 comments Advisers, Practice
The verdict: Drivers of advice business growth in the year ahead

The verdict: Drivers of advice business growth in the year ahead

Most financial planning practices expecting to grow in the year ahead believe growth in new clients and more business from the clients they already have will drive business expansion, as […]

by September 25, 2020 0 comments Advice, Advisers, Practice, Research
Why insurers face a perfect storm as Australians’ ‘surge capacity’ is tested

Why insurers face a perfect storm as Australians’ ‘surge capacity’ is tested

It started as a health crisis and quickly became an economic crisis. Now, six months on from the initial COVID-19 lockdown in Australia, we are arguably experiencing one of the […]

by September 25, 2020 1 comment Advice, Advisers, Risk
SMSF wind-ups hit five-year low as interest rebounds

SMSF wind-ups hit five-year low as interest rebounds

Since emerging in 1999, the SMSF sector in Australia has continued to grow. According to the ATO, as at March 31, 2020, there were nearly 600,000 individual SMSFs and more […]

by September 21, 2020 0 comments Accountants, Advisers, Superannuation