Industry

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 […]

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 Advice, APAC, Industry, Insights, 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 APAC, 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 Advice, APAC, Current events, 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 Advice, APAC, Consumers/retail, Industry