Research

Start Making Sense – Ep 8: Super stapling – the new growth challenge

Start Making Sense – Ep 8: Super stapling – the new growth challenge

Under the government’s super stapling reforms, we will see members take their super funds with them to new jobs instead of having new accounts created for them automatically. That’s undeniably […]

by December 4, 2020 0 comments Research, Superannuation
Trust in financial advice returning as the darkest days recede

Trust in financial advice returning as the darkest days recede

It seems like a long time ago now, but the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry was a landmark event for financial advice. Public […]

by November 27, 2020 0 comments Advice, Advisers, Industry, Research
The opportunity for advisers whose offer can meet the need

The opportunity for advisers whose offer can meet the need

The COVID-19 global pandemic has prompted a rethink of the value of advice, as an increasing number of individuals and households find themselves under financial pressure. But the individuals believe […]

by November 17, 2020 1 comment Advice, Advisers, Research
The difference advice makes being proven right now

The difference advice makes being proven right now

People often make unwise or hasty decisions when they’re under stress. And a growing number of Australian households have found themselves under stress, both financially and non-financially, during the COVID-19 […]

by November 4, 2020 1 comment Advice, Advisers, Industry, Research
All eyes on IOOF as it sets out to prove the value of advice

All eyes on IOOF as it sets out to prove the value of advice

All eyes will be on IOOF over the next year or two as it digests the acquisition of MLC and beds it down alongside other recent acquisitions, including the former […]

by October 30, 2020 1 comment Advice, Industry, Licensees, Research
The increasing importance of financial advice in a post-pandemic landscape

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 […]

The verdict: Drivers of advice business growth in the year ahead

The verdict: Drivers of advice business growth in the year ahead

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 […]

by September 25, 2020 0 comments Advice, Advisers, Practice, Research
These are the best licensees in the land – as rated by advisers

These are the best licensees in the land – as rated by advisers

CoreData Research today announces the winners in its 2020 Licensee of the Year Awards, based on CoreData’s industry-standard Licensee Research and other research carried out by CoreData during the year. […]

by September 18, 2020 0 comments Advisers, Industry, Licensees, Research
The verdict: research providers and investment solutions

The verdict: research providers and investment solutions

Morningstar and Lonsec are the external research providers used by most financial planners, and most planners offer managed funds as their core investment solution for clients, according to CoreData’s latest […]

by September 18, 2020 0 comments Advice, Advisers, Research
Platforms: how many, the most-used and advisers’ favourites

Platforms: how many, the most-used and advisers’ favourites

Netwealth, HUB24 and Macquarie Wrap have been voted advisers’ favourite platforms, reflecting ease of use and user experience, but only one of them is also among advisers’ three most-used platforms, […]

by September 11, 2020 0 comments Advisers, Industry, Research