Protecting true financial advisers a central part of the new regime
Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]
Profession
These are the forces that will shape the advice industry in 2021
Against a backdrop of the COVID-19 pandemic, economic uncertainty and the inexorable advance of regulatory reforms, we think there are five major forces that will shape financial advice in 2021, […]
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
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 […]
The increasing importance of financial advice in a post-pandemic landscape
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 […]
Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’
The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]
Financial advice stands one step from the summit
At an altitude of almost 8800 metres, and just 50 metres below the summit of Mt Everest, there was a small but technically challenging section which came to be known […]
The pointy end of professionalism
In November in Canberra, the Profession of Independent Financial Advisers (PIFA) held its 2019 symposium, attended by the principals of around 30 financial advice firms that conform to the Corporations Act Section […]
Tinkering with adviser standards undermines the profession
The financial advice education, professional and ethical standards program overseen by the Financial Adviser Standards and Ethics Authority (FASEA) not have been universally popular, but it was the best thought-out […]
The advice gap: it’s real, it’s happening now, and it needs to be bridged
Financial advice in Australia has a poor reputation. The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry caused trust in the sector to plummet, but even […]
Recent Posts
Ask the right questions the right way to get the best answers
March 2, 2021
Why Australians think financial advice is becoming more useful
February 26, 2021- Protecting true financial advisers a central part of the new regime
February 23, 2021 
Licensees fishing in a dwindling pond of advisers
February 19, 2021
Mapping the pain in the PI market
February 16, 2021
