Research

Image: Shutterstock, via: Prostock-studio

Ask the right questions the right way to get the best answers

CoreData research has shown that only around one-third of financial advice firms conduct formal and regular surveys to keep in touch with clients and what they’re thinking. In other words, two-thirds of […]

by March 2, 2021 0 comments Advice, Advisers, Research
Start Making Sense Ep9: What we read on New Model Adviser in 2020

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

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 […]

Advice firm size not an automatic barrier to improving efficiency

Advice firm size not an automatic barrier to improving efficiency

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 […]

by December 11, 2020 1 comment Advice, Advisers, Practice, Research
Here are two indicators that the future for advice is getting brighter

Here are two indicators that the future for advice is getting brighter

Describing 2020 as a difficult year is like describing Donald Trump as an unusual President. The stresses placed on advisers and advice businesses have been profound in many cases, and […]

by December 8, 2020 0 comments Advice, Advisers, Industry, 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 […]

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 1 comment 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