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 […]
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 […]
CoreData has just completed its 2020 Licensee Research and it’s thrown up some interesting insights into how financial advisers view their licensees and the services they provide. Overall, advisers’ satisfaction […]
We all know financial planners need to innovate. The old ways of working simply don’t apply any more. That’s because the economics of advice delivery have changed completely. Advisers have […]
There are three pillars to Australia’s retirement income policy: the age pension, compulsory super, and voluntary retirement savings. The current review is also considering home ownership as an important part […]
Fees and returns are important drivers of a member’s super balance. They’re also easy to measure and for members to understand. That’s why super funds have focused on delivering competitive […]
Australians financially impacted by COVID are now able to access their super early. And while super funds have expressed their willingness to make these payments, the super industry has been […]
Competition in the home loan market has risen alongside the growth in the broker market. However, the major banks’ market share is higher now than it was before the GFC. […]
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. […]
Licensee growth in a time of shrinking adviser numbers 
Licensees’ attention turns to data in the quest for advice practice efficiency 
ASIC’s guide to being good 
CoreData 2021 Licensee of the Year Awards – winners announced 
All will be revealed: CoreData’s 2021 Licensees of the Year 
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 […]
It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]
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