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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 […]

by September 2, 2021 0 comments Advice, APAC, Consumers/retail
The repricing of advice is on – and consumers haven’t blinked

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 […]

by August 2, 2021 0 comments Advice, APAC, Consumers/retail
It’s time to be bold and tell the success stories of financial advice

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 […]

by March 30, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
Continued losses in life insurance putting  consumer value at risk

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 […]

by March 25, 2021 1 comment Advice, APAC, Consumers/retail, Global, Risk
Image: fran_kie, via Shutterstock

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, […]

by March 16, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
Why Australians think financial advice is becoming more useful

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 […]

by February 26, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
Mapping the pain in the PI market

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

‘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

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 […]

by December 1, 2020 0 comments Advice, APAC, Consumers/retail, Global, Insights
Trust in financial advice returning as the darkest days recede

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 […]

by November 27, 2020 1 comment Advice, APAC, Consumers/retail, Global, Industry, Insights