Post Tagged with: "Start Making Sense"

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 […]

Start Making Sense – Ep 8: Super stapling – the new growth challenge

Start Making Sense – Ep 8: Super stapling – the new growth challenge

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 […]

Start Making Sense Ep 7: The rise of licensee fees

Start Making Sense Ep 7: The rise of licensee fees

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 […]

Start Making Sense Ep 6: Four basic principles will make tech adoption simpler and less risky

Start Making Sense Ep 6: Four basic principles will make tech adoption simpler and less risky

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 […]

Start Making Sense Ep 5: Why home ownership is the fourth pillar of retirement income policy

Start Making Sense Ep 5: Why home ownership is the fourth pillar of retirement income policy

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 […]

Start Making Sense Ep 4: Why super fund fees and returns don’t drive member outcomes

Start Making Sense Ep 4: Why super fund fees and returns don’t drive member outcomes

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 […]

Start Making Sense Ep 3: Early access to super – the member perspective

Start Making Sense Ep 3: Early access to super – the member perspective

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 […]

Start Making Sense, Ep 2: Competition in the home loan market

Start Making Sense, Ep 2: Competition in the home loan market

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. […]

Start Making Sense, Ep 1: Winning the super wars

Start Making Sense, Ep 1: Winning the super wars

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. […]