COREDATA

Financial planning

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...

Financial planning

Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the prod...

Financial planning

Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....

Financial planning

The industry has reacted to the retirement of Stephen Jones as Minister for Financial Services, recognising his efforts on scams and financial reforms. ...

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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago