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Recent Posts

Why should advisers segment their client base?
March 5, 2021
Ask the right questions the right way to get the best answers
March 2, 2021
Why Australians think financial advice is becoming more useful
February 26, 2021
Protecting true financial advisers a central part of the new regime
February 23, 2021
Licensees fishing in a dwindling pond of advisers
February 19, 2021

Start Making Sense

Six things that are on the minds of Australia’s high-net-worth investors

Six things that are on the minds of Australia’s high-net-worth investors

January 18, 2021 — 0 comments

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 […]

Licensees

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Licensees fishing in a dwindling pond of advisers

February 19, 2021 — 1 comment

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. […]

Research

Image: Shutterstock, via: Prostock-studio

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

March 2, 2021 — 0 comments

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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