Research

First look at CoreData’s Super Insights Market Intelligence Dashboard

First look at CoreData’s Super Insights Market Intelligence Dashboard

At CoreData we are endlessly fascinated by the financial services industry, so we’re constantly analyzing it in new and interesting ways. CoreData’s new interactive Market Intelligence Dashboard is a free […]

by September 26, 2019 0 comments Research
Research: Independent licensees in favour as institutions take a dive

Research: Independent licensees in favour as institutions take a dive

Institutionally branded Australian financial services licensees have experienced a severe downturn in adviser satisfaction in CoreData’s 2019 Licensee Research. Satisfaction with institutions has taken a beating following the Royal Commission […]

by August 27, 2019 0 comments Research
Advisers in the box seat as $3.9 trillion set to change hands

Advisers in the box seat as $3.9 trillion set to change hands

Financial advisers are in prime position to cater to a booming demand for services as an unprecedented $3.9 trillion of wealth prepares to be transferred between generations – but only […]

by August 27, 2019 0 comments Advice, Licensees, Research
Accountants and financial advice: avoid or fill a void?

Accountants and financial advice: avoid or fill a void?

As more financial advisers head for the exit doors, prompted by higher education standards and an end to grandfathered conflicted remuneration, accountants are a popular choice to step into the […]

by August 13, 2019 0 comments Accountants, Research
It’s not me, it’s you: When advisers rethink client relationships

It’s not me, it’s you: When advisers rethink client relationships

When the Future of Financial Advice (FoFA) laws were introduced in 2013, the officially pronounced aim was to “improve the trust and confidence of Australian retail investors in the financial services sector […]

by August 1, 2019 0 comments Industry, Research