Research

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
Is working from home really working?

Is working from home really working?

The COVID-19 pandemic has thrown financial advice practices’ traditional working habits a curveball, as we see a significant uptick in remote working for employees – and the same is happening […]

by August 19, 2020 1 comment Advisers, Practice, Research
How to recognise the new face of financial hardship

How to recognise the new face of financial hardship

Almost three quarters of Australians now experiencing financial vulnerability or hardship were able to pay their bills with money to spare before the COVID-19 pandemic struck. CoreData’s latest COVID-19 Pulse […]

by August 18, 2020 0 comments Advice, Advisers, Research
How the wealthy invest differently at times of high uncertainty

How the wealthy invest differently at times of high uncertainty

If you were told in January what equity markets would be like in March, you probably wouldn’t have believed it. If you were told in March that a strong equity […]

by August 10, 2020 0 comments Advice, Research
Devil in the detail when assessing severity of Australia’s economic crisis

Devil in the detail when assessing severity of Australia’s economic crisis

Australians were finally provided some clarity as to the precarious positioning of the local economy, with Treasury modelling the grim near-term outlook in its July Economic and Fiscal Update (JEFO). The […]

by August 10, 2020 0 comments Advice, Research
Financial advice and the death of trust

Financial advice and the death of trust

Here’s the problem with creating trust benchmarks for financial planning: It’s tricky. It’s tricky because trust is a complex psychological construct; it’s tricky because trust is uniquely personal; and it’s […]

by July 13, 2020 0 comments Advice, Advisers, Research
Hearing other voices: why guilt by association could prompt a client to exit

Hearing other voices: why guilt by association could prompt a client to exit

Most financial advisers know well by now that two of the most important ways of attracting new clients and retaining the clients they have is to generate referrals and to […]

by June 25, 2020 0 comments Advisers, Industry, Research