Industry

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 0 comments Advice, Advisers, Industry, Research
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 […]

by November 10, 2020 0 comments Advice, Advisers, Industry
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, Advisers, 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, Advisers, Industry, Research
All eyes on IOOF as it sets out to prove the value of advice

All eyes on IOOF as it sets out to prove the value of advice

All eyes will be on IOOF over the next year or two as it digests the acquisition of MLC and beds it down alongside other recent acquisitions, including the former […]

by October 30, 2020 1 comment Advice, Industry, Licensees, Research
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 […]

by October 27, 2020 3 comments Advisers, Industry
Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success

Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success

In Part Two of a two-part series, New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part One here. Sometimes success comes down […]

by October 23, 2020 0 comments Industry, Licensees
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 […]

‘Happy client, happy life’: how GPS Wealth took top honours

‘Happy client, happy life’: how GPS Wealth took top honours

It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]

by October 16, 2020 0 comments Advice, Advisers, Industry, Licensees
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 […]

by October 13, 2020 3 comments Advice, Advisers, Industry, Legislation, Profession