Current events

Protecting true financial advisers a central part of the new regime

Protecting true financial advisers a central part of the new regime

Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]

Image: Shutterstock, via: Erickson Stock

Licensees fishing in a dwindling pond of advisers

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. […]

by February 19, 2021 1 comment Advice, APAC, Current events, Global, Licensees
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 […]

Declining numbers only part of the story of an industry being reshaped

Declining numbers only part of the story of an industry being reshaped

The decline of adviser numbers over the past couple of years or so has been well documented, but it is only part of the story of what’s been taking place […]

by November 5, 2020 1 comment Advice, APAC, Current events, Global, Industry, Licensees
The difference advice makes being proven right now

The difference advice makes being proven right now

People often make unwise or hasty decisions when they’re under stress. And a growing number of Australian households have found themselves under stress, both financially and non-financially, during the COVID-19 […]

by November 4, 2020 1 comment Advice, APAC, Current events, Global, Industry, Insights
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 […]

Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’

Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’

The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]

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 […]

The verdict: Drivers of advice business growth in the year ahead

The verdict: Drivers of advice business growth in the year ahead

Most financial planning practices expecting to grow in the year ahead believe growth in new clients and more business from the clients they already have will drive business expansion, as […]