It started as a health crisis and quickly became an economic crisis. Now, six months on from the initial COVID-19 lockdown in Australia, we are arguably experiencing one of the …
As the COVID-19 pandemic continues, many businesses are turning their attention to recovery. But a range of challenges have emerged as potential roadblocks, with CoreData’s latest COVID-19 Pulse Check of …
Economic development has provided untold opportunities for upward socioeconomic mobility. It’s even spawned a term to describe those who have accumulated wealth quickly and risen through the social ranks: the …
Almost three quarters of Australians now experiencing financial vulnerability or hardship were able to pay their bills with money to spare before the COVID-19 pandemic struck. CoreData’s latest COVID-19 Pulse …
CoreData’s research over the past two decades has consistently found that at any point in time, only around one in four Australians are receiving financial advice. This is a relatively …
The Royal Commission turns its attention to superannuation on Monday as it kicks off two weeks of public hearings in Melbourne. After the fireworks of previous hearings it promises to …
Higher education standards for financial advisers are an important step towards professionalism, but they’re not the only thing. The retention of wisdom within the advice community is just as important. …
The challenge facing any organisation seeking to develop a truly customer-centric culture is how to get past paying lip service to an ideal and build a focus on customers into …
One swallow doesn’t make a summer, but there are some interesting and slightly disturbing figures emerging from a CoreData analysis of the ASIC financial adviser register. Looking back over the …
If the royal commission recommends the separation of product and advice when it reports later this year, super funds providing intra-fund advice to members will be caught between contradictory regulatory …
The inescapable mantra across businesses (even government) today, is that the “customer” is at the core of what they do – the idea that “we live to serve”. While many …
The royal commission inquiry into misconduct in the financial services industry is different from other inquiries the industry has been through and addressing the issues it has exposed will require …
Although the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is probably nowhere near its conclusion, it certainly has already had an impact on the public’s …
In most businesses, customer apathy is not a good thing. If your customer is apathetic, they’re unlikely to feel loyal towards your business, let alone be an advocate for your …
Calls for individual licensing of financial planners may have merit, and are certainly growing in volume, but they often overlook or undervalue the benefits of being authorised by a licensee …
