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 […]
How the best firms take the mystery out of advicetech success 
The wide and varying experience of advisers sitting the industry exam 
It’s time to be bold and tell the success stories of financial advice 
Continued losses in life insurance putting consumer value at risk 
The value of a licensee: Have your say 
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 […]
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
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