Effective use of technology drives business success for financial advisers. Businesses that invest wisely in technology – who think ahead, budget and execute to a plan – are more likely […]
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 […]
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 […]
In CoreData’s Q4 2020 Adviser Pulse Check Survey we asked advisers to tell us approximately how long it takes to produce a simple statement of advice, a comprehensive statement of […]
There are still a few weeks left in 2020, but it’s safe to say already that this year has been one of the most challenging in living memory. As if […]
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 […]
Only around one-third of financial advice firms conduct formal and regular client satisfaction surveys to improve their services and offering to clients. CoreData’s latest fast and focused research, conducted between […]
Most financial planning practices expecting to grow in the year ahead believe growth in new clients and more business from the clients they already have will drive business expansion, as […]
Last week in CoreData’s first fast-and-focused financial adviser survey, we asked New Model Adviser readers what they consider to be the greatest value-adding activity they undertake for clients. The results […]
We all know financial planners need to innovate. The old ways of working simply don’t apply any more. That’s because the economics of advice delivery have changed completely. Advisers have […]
Licensee growth in a time of shrinking adviser numbers 
Licensees’ attention turns to data in the quest for advice practice efficiency 
ASIC’s guide to being good 
CoreData 2021 Licensee of the Year Awards – winners announced 
All will be revealed: CoreData’s 2021 Licensees of the Year 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]
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