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 […]
Other News
Demand for advice set to soar – but where are the advisers?
Just when it looks as if demand for financial advice could be set to escalate on the back of the COVID-19 pandemic, it increasingly looks as if that demand might […]
Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success
In Part Two of a two-part series, New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part One here. Sometimes success comes down […]
The increasing importance of financial advice in a post-pandemic landscape
CoreData Research has published a new white paper, The Post-Pandemic Advice Landscape, analysing the seismic impact of the COVID-19 pandemic on the Australian financial advice industry. The pandemic has changed […]
‘Happy client, happy life’: how GPS Wealth took top honours
It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]
Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’
The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]
Why wealthy investors at a market crossroads are hesitant to invest
CoreData’s Q3 Investor Sentiment Research shows that high net worth individuals (HNWIs) are hesitant to invest more in risky assets, especially international equities, in the short term. As the pace […]
How one licensee has been pushed to find new boundaries amid COVID-19 disruption
They say you should never let a good crisis go to waste, and the COVID-19 pandemic has handed financial advisers and licensees an opportunity to rethink how they interact with […]
Why an evolving advice industry is challenging for investment managers too
It’s often said good strategy is like gold: it’s precious, but rare. But when the challenges appear ubiquitous and the market strewn with look-alike competition it’s strategy (your inimitable gameplan) […]
The verdict: Most advisers just don’t ask clients if they’re satisfied
Only around one-third of financial advice firms conduct formal and regular client satisfaction surveys to improve their services and offering to clients. CoreData’s latest fast and focused research, conducted between […]
Recent Posts
Start Making Sense – Ep 8: Super stapling – the new growth challenge
December 4, 2020
Improved financial literacy another happy side-effect of good advice
December 1, 2020
Trust in financial advice returning as the darkest days recede
November 27, 2020
Financial planning and asset management in a time of uncertainty
November 24, 2020
Time to reassess the role of robo-advice in addressing accessibility and affordability
November 20, 2020
