It started as a health crisis and quickly became an economic crisis. Now, six months on from the initial COVID-19 lockdown in Australia, we are arguably experiencing one of the […]
It’s hard to argue against the need to reform a sector that is losing hundreds of millions of dollars each year, when there is a real risk that without reform […]
The coronavirus crisis has added a new dimension to the buy now, pay later economy, with many Australians and business owners heading towards a financial cliff they can see but […]
Nearly half of consumers who currently have income protection insurance believe they would be covered in the event of job loss, new research from CoreData has found. The research, based […]
The latest life insurance claims and disputes data from APRA appears to throw weight behind the hefty intervention into the disability income insurance (DII) sector late last year. Statistics for […]
As the impact of new regulations and education standards weigh on the minds of Australian financial advisers, a trend of short-term pessimism is sweeping through the industry. CoreData’s inaugural Adviser […]
The sustainability of risk advice is under threat, with nearly two in five advisers offering life insurance advice claiming they are not able to deliver this profitably under changes to […]
The age-old debate about fees versus commissions has become a distant memory in the financial planning industry, with advisers no longer able to charge commissions relating to investments for new […]
The regulator issued a clear directive to life companies this month: provide proof you’ve changed the way you offer disability income insurance or be prepared to face sanctions. In an […]
Why should advisers segment their client base? 
Ask the right questions the right way to get the best answers 
Why Australians think financial advice is becoming more useful 
Protecting true financial advisers a central part of the new regime 
Licensees fishing in a dwindling pond of advisers 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]
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 […]
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