22 February 2010 | Australian women are more likely to seek financial advice from friends and family, while men are more likely to get advice from the media or a professional.
18 February 2010 | Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData.
3 February 2010 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.
28 January 2010 | Australians are more likely to turn to newspapers and online media than professional advisers and financial planners to help with financial decision making, according to CoreData research.
22 January 2010 | The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning industry.
22 January 2010 | Industry Funds Services (IFS) has defended its planners following the release of a research exercise that found deficiencies in aspects of Industry Funds Financial Planning (IFFP) services.
21 January 2010 | Research conducted by CoreData has suggested Industry Funds Financial Planners come up short in engagement and service skills when compared to their independent or bank-aligned colleagues.
7 December 2009 | The latest IFSA/CoreData Investor Sentiment Index suggests Australian investors are going to close out the year on a positive note.
30 November 2009 | More than 49 per cent of advisers surveyed in the wake of the Ripoll Inquiry recommendations last week said they had no confidence in ASIC’s ability to monitor and prevent malpractice and financial product collapses – even with increased powers.
19 November 2009 | According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice.
2 October 2009 | New research has confirmed the dominance of the mortgage market by the big banks, which now hold a combined share of 73.8 per cent.
14 August 2009 | As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MACE.
11 August 2009 | MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009.
5 August 2009 | Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the leading bank dealer group.
15 July 2009 | New research shows that one in four self-funded retirees are being forced to return to work as a result of losses to their retirement savings.
26 June 2009 | Latest investor confidence index recorded a measure of 2.3, up from -22.3 in the first quarter last year.
8 May 2009 | After a long period of wealth creation, wealth protection is suddenly popular again. BENJAMIN LEVY takes a look at the life risk industry in 2009.
30 April 2009 | Research conducted by CoreData shows that Australian financial planners have lost approximately 215,000 clients over the past 12 months. But perhaps even more disturbing for the industry is the rapid increase in the number of financial planning clients who are considering not using a planner at all in the future.
26 March 2009 | Over half of investors say they are unlikely to increase investments in existing products over the next quarter, while around a third are likely to invest more.
28 May 2008 | Survey finds most Australians worse off financially than a year ago.