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 […]
Consumers/retail
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 […]
Time to reassess the role of robo-advice in addressing accessibility and affordability
The corporate watchdog’s consultation on how to make financial advice more affordable and accessible to more Australians will raise questions about the role of robo advice in helping bridge a […]
Have we entered a ‘new normal’ for trust in financial advice?
We’re waiting with bated breath to learn what the next CoreData Trust in Financial Services survey tells us about how financial advice is faring in the eyes of the Australian […]
Recent Posts
How the best firms take the mystery out of advicetech success
May 3, 2021
The wide and varying experience of advisers sitting the industry exam
April 9, 2021
It’s time to be bold and tell the success stories of financial advice
March 30, 2021
Continued losses in life insurance putting consumer value at risk
March 25, 2021
The value of a licensee: Have your say
March 23, 2021
