Post Tagged with: "Value of advice"

Why Australians think financial advice is becoming more useful

Why Australians think financial advice is becoming more useful

An understanding of the benefits of financial advice seems to be gaining ground, with CoreData’s latest Trust in Financial Services research finding a majority of Australians believe financial advice is […]

by February 26, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
‘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.

Improved financial literacy another happy side-effect of good advice

Improved financial literacy another happy side-effect of good advice

Financial advice can play an important role in the financial education of Australians and facilitate the improvement of financial literacy through the wider community. And it’s not only those with […]

by December 1, 2020 0 comments Advice, APAC, Consumers/retail, Global, Insights
The verdict: What’s your greatest value-add?

The verdict: What’s your greatest value-add?

Last week in CoreData’s first fast-and-focused financial adviser survey, we asked New Model Adviser readers what they consider to be the greatest value-adding activity they undertake for clients. The results […]

by September 3, 2020 0 comments Advice, APAC, Current events, Global, Practice
Value trumps all in client stakes: research

Value trumps all in client stakes: research

One of the hardest things for some financial advisers to do, it seems, is to explain simply and clearly to a client, whether existing or prospective, exactly why financial advice […]

by November 12, 2019 0 comments Advice, APAC, Global, In the news