COREDATA

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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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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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 1 week 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 1 day ago

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

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago