Stress-test for licensees will reveal major cracks

During the next five years, the quality and capability of financial planning licensees will be tested, possibly like never before. Demands on individual advisers to meet new education, ethical and …

Bugger married at first sight – the best TV in Australia is The Royal Commission

Bugger Married at First Sight, the best TV ever is watching the Royal Commission on the feed while you are working, or better yet, listening to it as you attack yet another data …

It ain’t me babe: a message to FASEA

It’s official. There’s a furore building among financial advisers over proposed education standards.  And the big surprise is that the noise isn’t coming from the usual quarters. We’re not hearing …

Market for lemons:  Why super fund members don’t want to pay for advice

It’s a shame for super funds that so few of their members access advice in the years around retirement. For members, accessing advice supports better financial decisions, which lead to …

An inconvenient truth: we’ve failed our seniors

Are you someone who would walk an extra 500 metres to avoid an ATM fee? I’m not. It’s not that I don’t welcome Australia’s big four banks’ recent decision to …

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 …

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