A year to remember, or a year to forget? CoreData’s review of 2020

In 2020 we all had to adapt quickly to a suddenly changed world, and to find new and innovative ways of doing business and interacting with clients. But it was …

Why insurers face a perfect storm as Australians’ ‘surge capacity’ is tested

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 …

Business recovery hampered by critical skills gaps

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 …

The Long Read: The rise (or fall) of the “new poor”

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 …

How to recognise the new face of financial hardship

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 …

Tapping into the wellness industry

So much for the image of Aussies as enjoying a fit and healthy outdoors lifestyle. Figures from the Australian Institute of Health and Welfare* (AIHW) reveal some worrying home truths. …

Go to Market (GTM): 10 ways to build a stronger client engagement strategy

Go to Market (GTM): what elements do you need to build a stronger client engagement strategy Whether you’re a financial planner or a butcher, understanding who your client is, what …

Life cover – do consumers know what they’re buying?

ASIC recently issued its review of the life insurance industry following several well-publicised cases of poor handling of claims. While the report has attracted considerable attention, one important aspect has …

September Is The Cruelest Month

September has now come and gone and if you are working in one of Australia’s retail banks and are not one of the chosen few, or are not very confident …

The Death of the Branch – and the Broker?

Innovation in the home loan industry is seeing the emergence of fintech companies offering a completely mobile experience in the mortgage lending process. Clickloans in Australia and Streamloan in the …

The Euthanasia Of Passive Investment

Look, this is a long and pretty boring article and contains a fair amount of economics. It’s only worth reading if you are wondering about whether the Australian pension system …

What’s on Advisers’ Minds in 2016?

Excerpt Financial advisers are facing a raft of changes in 2016 that present both threats and opportunities to their future and their business. From a regulatory perspective, draft legislation on professional standards …

Customer vs. Product centric: Why your customer must come first

In business, it’s easy to prattle on about yourself, your products and services. The problem is, in our uber-competitive world, talking about yourself to customers is exactly what won’t win …

Strategy vs execution: Why “just doing things” isn’t an effective way to run your marketing

There are two distinct schools of thought when it comes to marketing strategy: those who plan and those who don’t. The marketing pundits from the first school believe strategy development …

Self-regulation: too little too late?

The new Life Insurance Code of Practice is hot off the press from the FSC. But will it resonate with consumers after an extended bout of bad publicity? According to …