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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....
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 ...
Financial planning
The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....
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....
Financial planning
New research has confirmed that people who are receiving financial advice believe the benefits significantly outweigh the costs....
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...
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...
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...
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
Financial planning
Two very different surveys have confirmed that trust sits at the heart of good relationships between advisers and their clients....
Expert Analysis
The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....
Financial planning
The desire for trusted and independent financial advice remains strong among the high net worth individuals, according to a joint study by Crestone Wealth management and ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...