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 […]
Against a backdrop of the COVID-19 pandemic, economic uncertainty and the inexorable advance of regulatory reforms, we think there are five major forces that will shape financial advice in 2021, […]
In August 2019, CoreData started a new website, New Model Adviser, to showcase our research and insights on financial advice: the profession, advisers, advice practices, licensees, legislation and more. During the […]
In 2020 we all had to adapt quickly to a suddenly changed world, and to find new and innovative ways to of doing business and interacting with clients. It was […]
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.
Describing 2020 as a difficult year is like describing Donald Trump as an unusual President. The stresses placed on advisers and advice businesses have been profound in many cases, and […]
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 […]
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 […]
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 […]
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 […]
Ask the right questions the right way to get the best answers 
Why Australians think financial advice is becoming more useful 
Protecting true financial advisers a central part of the new regime 
Licensees fishing in a dwindling pond of advisers 
Mapping the pain in the PI market 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
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. […]
CoreData research has shown that only around one-third of financial advice firms conduct formal and regular surveys to keep in touch with clients and what they’re thinking. In other words, two-thirds of […]
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