Investment

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Advisers need more than one approach to retirement planning

The Retirement Income Review released late last year testifies to the strengths of Australia’s retirement system and concludes that the Australian retirement savings model is well developed. But retirement concerns […]

by February 12, 2021 1 comment Advice, Investment
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 […]

Financial planning and asset management in a time of uncertainty

Financial planning and asset management in a time of uncertainty

In September of 2015 Japan was in the third wave of Abenomics, an attempt by Shinzo Abe, the then Prime Minster of Japan, to lift the economy off its low-growth […]

by November 24, 2020 0 comments Advisers, Investment
Time to reassess the role of robo-advice in addressing accessibility and affordability

Time to reassess the role of robo-advice in addressing accessibility and affordability

The corporate watchdog’s consultation on how to make financial advice more affordable and accessible to more Australians will raise questions about the role of robo advice in helping bridge a […]

by November 20, 2020 0 comments Advice, Advisers, Investment
Why wealthy investors at a market crossroads are hesitant to invest

Why wealthy investors at a market crossroads are hesitant to invest

CoreData’s Q3 Investor Sentiment Research shows that high net worth individuals (HNWIs) are hesitant to invest more in risky assets, especially international equities, in the short term. As the pace […]

by October 9, 2020 0 comments Advice, Advisers, Investment