Under the government’s super stapling reforms, we will see members take their super funds with them to new jobs instead of having new accounts created for them automatically. That’s undeniably […]
Growth has never been more important for super funds. In an age of increased regulatory scrutiny, scale and net funds inflows have clear operational benefits that flow through to members. […]
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 
Mapping the pain in the PI market 
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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