CoreData announces the ‘Best of the Best’ 2017 Australian Licensee Award Winners

CoreData announces the ‘Best of the Best’  2017 Australian Licensee Award Winners CoreData has been conducting research and benchmarking the ‘Best of the Best’ Licensees in Australia since 2002. Again …

White Paper – The Shock of the New

Excerpt The financial services industry is in a state of flux. As competition heats up and companies scramble for market share, there are some new kids on the block threatening …

Robo-advice: hype or hero?

Few emerging products have generated the hype that surrounds robo-advice in 2017. Federal Treasurer Scott Morrison backed robo-advice at a G20 conference in Germany earlier this year as a solution …

Regulation battles in the UK – the opening of the second front

William Maye reports from CoreData UK about the likely effects of the upcoming Mifid II legislation. UK based financial advisers  have been through four years of regulatory change and there …

Lessons from London – four years after the regulation wars began

After years of a complex and opaque financial services remuneration systems, tales of dishonest wealth and pensioner exploitation and about a year of planning, in January 2013 the UK Financial …

Advice and education could bolster annuities take-up

The ideal retirement is a pipe dream for the majority of Australia’s 4.7 million[1] pre-retirees amid rising living costs and retirement income expectations, new research from CoreData has revealed. CoreData’s …

Include the primary residence in asset test

Australia is an unusual place, not just because of our geography, our animals and our plant life, but because of the way we value our assets and the way we …

Mind the (Advice) Gap

We recently produced a piece of research intended to assess Western Australians’ perceptions of the financial advice brands on offer – and the picture it painted wasn’t pretty. We surveyed …

Australia, give financial planners a break

Financial planner bashing has become a national sport. In recent years, the financial advice industry has been battling consumer and media perceptions that planners are a bunch of cowboys flogging …

White Paper – How to Protect, Grow and Future Proof Your Business

Excerpt The ability to demonstrate value has never been more important for financial advisers. Technological innovation is putting cost pressure on the investment component of the advisory offer and driving …

Want to read more? Download the full paper
12