Financial planner bashing has become a national sport. The financial advice industry has battled consumer and media perceptions that advisers are a bunch of cowboys flogging products to line their …
Most of the developed world has enjoyed a population growth dividend lasting for five or six decades in preparation for dealing with an ageing population. But China has enjoyed only …
From its earliest days, digital technology has sought to help us sift through the information overload to discover relevance. While this promised to broaden our horizons it has in fact …
Since emerging in the late 1990s, the self-managed super fund (SMSF) sector in Australia has shown uninterrupted growth. According to the Australian Taxation Office (ATO), as at 31 March 2019, …
Buried deep in the PhD thesis submitted by Milton Friedman in the late summer of 1940 (note 1) are a couple of jokes, which I really love. The first joke …
CHALLENGE Commonwealth Bank of Australia (CBA) has a network of mortgage brokers who are a vitally important part of the bank’s service offer in the lending sector. CBA approached CoreData …
THE CHALLENGE State Plus (formerly State Super Financial Services) is a financial advice and investment service traditionally catering to public sector employees. Facing fundamental changes to the organisation, the public …
CHALLENGE Prior to 2014, Equip Super had never conducted a survey of the employers who use the fund as a default fund at their workplace. Consequently, the fund lacked a …
CHALLENGE WSSA approached CoreData in 2016 to develop a robust Workplace Financial Wellness benchmark index to be published and promoted by WSSA on an ongoing basis. With an estimated annual …
CHALLENGE The Fred Hollows Foundation (FHF) is an international development organisation working towards eliminating avoidable blindness and improving Indigenous Australian health. As a non-governmental organisation, FHF relies on donations to …
CHALLENGE Swiss Re is a wholesale provider of reinsurance to insurance companies, mid-to-large-sized corporations and public sector clients. The group approached CoreData in 2016 seeking ways to turn research segments …
CHALLENGE REI Super is an industry fund for professionals working in the real estate industry. The fund recognised that its broad 30,000-strong membership base had varying needs, but lacked the …
CHALLENGE BT Financial Group recently launched its flagship investment and administration platform, BT Panorama. As part of the marketing of the platform to financial advisers and accountants, BT approached CoreData …
CHALLENGE Greenstone approached CoreData in 2015 looking for a way to optimise organic search results and reach a broader Australian online audience across three of its brands: Real Insurance, Australian …
CHALLENGE Bankwest engaged CoreData in 2014 to produce the Future of Business series, an annual suite of research reports on topics of relevance to one of the Business Bank’s key …
