COREDATA

Financial planning

The rising costs of operating a financial advice practice has been ranked as the number one challenge for advisers today, outpacing administrative and compliance burdens....

Financial planning

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

Features

Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are...

Financial planning

Despite its popularity, only 1 per cent of financial advisers say they have often discussed cryptocurrency with clients, CoreData said, fuelled by concerns of heavy legal...

People & Products

Global research consultancy CoreData has appointed Angus Dennis from Australian Ethical Investment as it expands its research into responsible and ethical investment....

People & Products

Research house CoreData has announced the appointment of an APAC chief executive to boost its Australian growth....

People & Products

Praemium has announced a three-year partnership with research consultancy CoreData....

Financial planning

Less than 10% of women report they are “well prepared” for their retirement while retirement satisfaction has declined for all categories, according to CoreData....

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Financial planning

Financial services regulatory and compliance teams are facing work overload, stress and anxiety as they grapple with “overly excessive” compliance and reporting rules, a ...

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Financial planning

The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....

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Financial planning

Five years after the UK’s Retail Distribution Review, the number one thing its advice firms are working on is making technology remove the work, according to CoreData....

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Financial planning

New research has confirmed that people who are receiving financial advice believe the benefits significantly outweigh the costs....

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Financial planning

Financial advice misconduct has often been met with overlapping and conflicting requirements creating a reactionary regulatory framework and this is the camel that people...

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Financial planning

Greater access to advice could deliver half a trillion dollars to the Australian economy, while reducing Age Pension spend and increasing incomes, according to research f...

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Financial planning

The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 week 4 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

4 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week 6 days ago