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 […]
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 […]
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 […]
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 […]
The age-old debate about fees versus commissions has become a distant memory in the financial planning industry, with advisers no longer able to charge commissions relating to investments for new […]
New research by CoreData has found that financial advisers would be trusted more if consumers knew more about new education, professional and ethical standards coming into play in the next […]
From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, 2019 had highs and lows that through the highs and lows of a year in the industry […]
The regulator issued a clear directive to life companies this month: provide proof you’ve changed the way you offer disability income insurance or be prepared to face sanctions. In an […]
One of the hardest things for some financial advisers to do, it seems, is to explain simply and clearly to a client, whether existing or prospective, exactly why financial advice […]
The financial advice education, professional and ethical standards program overseen by the Financial Adviser Standards and Ethics Authority (FASEA) not have been universally popular, but it was the best thought-out […]
Why should advisers segment their client base? 
Ask the right questions the right way to get the best answers 
Why Australians think financial advice is becoming more useful 
Protecting true financial advisers a central part of the new regime 
Licensees fishing in a dwindling pond of advisers 
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 […]
Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]
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 […]
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