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Advisers need more than one approach to retirement planning

The Retirement Income Review released late last year testifies to the strengths of Australia’s retirement system and concludes that the Australian retirement savings model is well developed. But retirement concerns […]

Why the life industry is ripe for disruption

Why the life industry is ripe for disruption

The life insurance sector continues to be plagued by substantial losses on individual disability income insurance (DII), with APRA warning the scale of losses could increase further given the vulnerability […]

by February 9, 2021 1 comment Advice, APAC, Global, Insights
Why advice could be worth $630 billion to the nation

Why advice could be worth $630 billion to the nation

ASIC’s latest consultation paper, CP 332 Promoting access to affordable advice for consumers, aims to identify the challenges, barriers and impediments people face to seeking financial advice, and how to […]

by February 2, 2021 2 comments Advice, APAC, Global, Insights
These are the forces that will shape the advice industry in 2021

These are the forces that will shape the advice industry in 2021

Against a backdrop of the COVID-19 pandemic, economic uncertainty and the inexorable advance of regulatory reforms, we think there are five major forces that will shape financial advice in 2021, […]

by January 28, 2021 1 comment Advice, APAC, Global, Industry, Insights, Profession
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

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 […]

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 Dividend’ puts numbers on the value of advice

‘Advice Dividend’ puts numbers on the value of advice

Earlier this year IOOF commissioned CoreData Research on a project designed to really get to grips with how clients of financial advisers experience advice and their perceptions of its benefits.

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, APAC, Global, Insights, Practice
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, APAC, Global, Industry, Insights