ASIC’s guide to being good
Every year the Australian Securities and Investments Commission (ASIC) releases its corporate plan, looking ahead five years and giving us an insight into which rocks it will be looking under […]
Consumers/retail
The repricing of advice is on – and consumers haven’t blinked
If a career in financial services doesn’t work out for Paul Barrett then he could seemingly make a decent living as a chippie: he’s hit the nail on the head […]
It’s time to be bold and tell the success stories of financial advice
Melissa Caddick was just one more in a line of people who over the years have given financial advisers a bad name, even though she wasn’t even an adviser. The […]
Continued losses in life insurance putting consumer value at risk
Life insurance companies are stuck between a rock and a hard place. On the one hand, there’s a need to drive efficiencies that flow through to value for money from […]
Does the type of firm drive which adviser a consumer chooses?
When deciding who to engage with to manage their financial affairs, consumers have a dizzying array of options to choose from. Advisers possess varying degrees of education and professional credentials, […]
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 […]
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 […]
‘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.
Improved financial literacy another happy side-effect of good advice
Financial advice can play an important role in the financial education of Australians and facilitate the improvement of financial literacy through the wider community. And it’s not only those with […]
Trust in financial advice returning as the darkest days recede
It seems like a long time ago now, but the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry was a landmark event for financial advice. Public […]
Recent Posts
Licensee growth in a time of shrinking adviser numbers
September 28, 2021
Licensees’ attention turns to data in the quest for advice practice efficiency
September 17, 2021
ASIC’s guide to being good
September 2, 2021
CoreData 2021 Licensee of the Year Awards – winners announced
August 24, 2021
All will be revealed: CoreData’s 2021 Licensees of the Year
August 17, 2021
