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 …
To some people, the “whitepaper” and “blockchain” are synonymous with “scam”. But when Facebook, the social network giant with 2.4 billion monthly active users, announced its grand plan of a …
People of a certain age may have experienced a sense of déjà vu as AMP unveiled another transformation strategy last week and vowed – once more – to focus on …
Matrix Planning Solutionshas been named the 2019 Licensee of the Year by CoreData Research. Matrix has also been named Institutionally Affiliated Licensee of the Year, while MLC Advicehas been named Institutionally …
When the Future of Financial Advice (FoFA) laws were introduced in 2013, the officially pronounced aim was to “improve the trust and confidence of Australian retail investors in the financial services …
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 …
