Industry

CoreData 2020 Licensee Research: How is your licensee performing?

CoreData 2020 Licensee Research: How is your licensee performing?

In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]

by April 30, 2020 0 comments Advice, Industry, Licensees
Start Making Sense, Episode 2: Competition in the home loan market

Start Making Sense, Episode 2: Competition in the home loan market

Competition in the home loan market has risen alongside the growth in the broker market. However, the major banks’ market share is higher now than it was before the GFC. […]

by March 23, 2020 0 comments Industry, Mortgage brokers
2019: The year in review, as seen by CoreData

2019: The year in review, as seen by CoreData

The past 12 months have been nothing short of extraordinary as the first wave of changes driven by the Royal Commission rolled through the industry and as personal and company reputations […]

by December 18, 2019 0 comments Industry, Research
Ten epic charts that define advice in 2019

Ten epic charts that define advice in 2019

From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, 2019 had highs and lows that through the highs and lows of a year in the industry […]

Analysis reveals when industry funds will overtake SMSFs

Analysis reveals when industry funds will overtake SMSFs

Sometime probably during the third quarter of 2020, a shift will take place in the balance of power in what will by then be the $2.9 trillion superannuation system. Industry […]

by October 28, 2019 0 comments Industry, Research, Superannuation
The benchmarks of successful advice practices

The benchmarks of successful advice practices

As financial advice firms face up to the challenges of the next five or six years, attention is increasingly turning to which of them are adequately resourced to adapt effectively […]

by September 27, 2019 0 comments Industry, Practice
Introducing New Model Adviser – powered by CoreData

Introducing New Model Adviser – powered by CoreData

Welcome to New Model Adviser – a new website powered by CoreData Research and showcasing the research and insights produced by CoreData on myriad aspects of financial advice – the […]

by August 27, 2019 0 comments Industry
Judge AMP not by what it says, but by what it does

Judge AMP not by what it says, but by what it does

People of a certain age may have experienced a sense of déjà vu as AMP unveiled another transformation strategy last week and vowed – once more – to focus on […]

by August 13, 2019 0 comments Industry, Licensees
It’s not me, it’s you: When advisers rethink client relationships

It’s not me, it’s you: When advisers rethink client relationships

When the Future of Financial Advice (FoFA) laws were introduced in 2013, the officially pronounced aim was to “improve the trust and confidence of Australian retail investors in the financial services sector […]

by August 1, 2019 0 comments Industry, Research