Industry

The value of a licensee: Have your say

The value of a licensee: Have your say

There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]

Image: Peshkova via Shutterstock

CoreData’s 2021 Licensee Research is now open

You’re invited to take part in this annual industry-standard financial advice research project to share your views and opinions about the quality and performance of your licensee. The CoreData Licensee […]

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 […]

These are the forces that will shape the advice industry in 2021

These are the forces that will shape the advice industry in 2021

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, […]

by January 28, 2021 1 comment Advice, APAC, Global, Industry, Insights, Profession
Start Making Sense Ep9: What we read on New Model Adviser in 2020

Start Making Sense Ep9: What we read on New Model Adviser in 2020

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 […]

A year to remember, or a year to forget? CoreData’s review of 2020

A year to remember, or a year to forget? CoreData’s review of 2020

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 […]

‘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.

Here are two indicators that the future for advice is getting brighter

Here are two indicators that the future for advice is getting brighter

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 […]

by December 8, 2020 0 comments Advice, APAC, Global, Industry, 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
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 […]