COREDATA

Financial planning

It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....

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Financial planning

Two very different surveys have confirmed that trust sits at the heart of good relationships between advisers and their clients....

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Expert Analysis

The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....

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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 ...

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Financial planning

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

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Financial planning

Despite have better financial habits than the overall population, millennials are still pessimistic about their financial future, research from Mortgage Choice and CoreDa...

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Financial planning

Women are more worried than men about their finances and lack confidence in their ability to retire comfortably, according to a whitepaper by Mortgage Choice and CoreData...

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Financial planning

Women stand to gain more from investing in the stock market than men, yet doubts about their wealth, financial knowledge, and risk are stopping them from taking the plung...

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Financial planning

An increasing number of Australian home buyers are seeking the services of professional mortgage brokers, new data has shown....

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Life/Risk

Synchron director, Don Trapnell has warned that the Financial Adviser Standards and Ethics Authority’s controversial education requirements could kill the life insurance ...

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Financial planning

With more than 60 per cent of all women in relationships having no assets purely in their own name, they risked facing financial abuse if the relationship broke down. ...

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Financial planning

There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...

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MARKET INSIGHTS

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

3 days 22 hours ago

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

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day 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....

2 weeks 3 days 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 days 20 hours ago

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

1 day 23 hours ago