Consumers/retail

Time to reassess the role of robo-advice in addressing accessibility and affordability

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?

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 […]

Demand for advice set to soar – but where are the advisers?

Demand for advice set to soar – but where are the advisers?

Just when it looks as if demand for financial advice could be set to escalate on the back of the COVID-19 pandemic, it increasingly looks as if that demand might […]

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 […]

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 […]

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, APAC, Consumers/retail, Global, Insights, Risk
New standards costing advisers time and money, but the public is onboard

New standards costing advisers time and money, but the public is onboard

The introduction of new education, professional and ethical standards for financial advisers has proven to be both costly and disruptive for financial advices and advice businesses. But new research by […]

by August 31, 2020 2 comments Advice, APAC, Consumers/retail, Global, Insights
Devil in the detail when assessing severity of Australia’s economic crisis

Devil in the detail when assessing severity of Australia’s economic crisis

Australians were finally provided some clarity as to the precarious positioning of the local economy, with Treasury modelling the grim near-term outlook in its July Economic and Fiscal Update (JEFO). The […]

by August 10, 2020 0 comments Advice, APAC, Consumers/retail, Global, Insights
Delivering an exceptional advice experience in a COVID-19 world

Delivering an exceptional advice experience in a COVID-19 world

Our world during the COVID-19 pandemic is full of uncertainty, the situation rapidly changing and developing. We saw early signs of recovery in Australia as restrictions began easing in July; […]

Financial advice and the death of trust

Financial advice and the death of trust

Here’s the problem with creating trust benchmarks for financial planning: It’s tricky. It’s tricky because trust is a complex psychological construct; it’s tricky because trust is uniquely personal; and it’s […]