Latest Insights
We publish key industry Thought Papers each year to stay at the helm of industry activity and developing trends. These papers provide an empirical review of market behaviour and deep insight into the benefits of research for clients and their customers.
Planning for Success
January 16, 2012The financial planning industry is facing unprecedented change and the ability of advisers to adapt and evolve is crucial. CoreData spoke to some of the industry’s leading practices to understand the challenges facing their business and the way in which they are positioning their businesses to take advantage of this. read more
The Licensee of the Future
November 14, 2011The traditional dealer group model is broadly considered to be dead in the water, so what does this mean for the future of licensees? This white paper gauges the perceptions of dealer group heads on how business models are evolving and explores the key ingredients to a successful and sustainable licensee. read more
Measuring the efficiency of Australia’s Depository Institutions
September 16, 2011Australia's deposit institutions are some of the most soundly run and safe in the world and have thus far emerged relatively strongly from the global credit crisis. These strong foundations are largely predicated on fierce competition amongst the big four banks. The ability of banks to compete is largely driven the need to keep cost pressures down. New research by CoreData has revealed that the cost efficiency amongst ADIs tends to be quite divergent. read more
Intimate with Self-Managed Superannuation
June 22, 2011The self-managed superannuation fund (SMSFs) sector is the largest and fasting growing sector of the superannuation market. Given the importance of this sector, the SMSF Professionals’ Association of Australia Limited (SPAA), in conjunction with Russell Investments, engaged CoreData to carry out research among SMSF trustees and advisers... read more
Risking Everything
June 14, 2011The recent natural disasters in Australia served as a wake-up call to all Australians about the importance of being appropriately insured. However new research conducted by CoreData on behalf of the Association of Financial Advisers and AIA has revealed the importance placed on life insurance pales in comparison to home and... read more
Financial Advice 2013
March 31, 2011Despite the negativity that has prevailed in 2008, the future is decidedly welcoming if the planning industry can continue to add value over the long term to the vast majority of Australians who choose to engage with a professional adviser. There are however clear challenges ahead faced by individual... read more
Enabling Efficiency
March 19, 2011One of the critical drivers of profitability in the home finance industry is the speed and efficiency of the home loan process. Almost all the mortgage processes in Australia remain in some way; paper-based, manual, prone to a significant number of errors and, in relative terms... read more
Tides of change
January 1, 2011The financial advice industry is facing one of the biggest operational overhauls in history. Advisers face two choices: they can either adapt to the changing environment, or become irrelevant as the industry moves forward regardless. However if the overhaul is to be successful, advisers must be ... read more
BACK to BASICS
July 2, 2010The past few years has seen the role of Financial Adviser and the Financial Services industry come under intense scrutiny. Whilst much of this scrutiny is welcome there is a need to clearly and logically separate fact from fiction and to address the key question… “what do financial... read more
Processing Productivity
September 1, 2009The manual handling of documents in the Australian mortgage settlement process remains the biggest hindrance to mortgage settlement efficiency. All parties involved in the mortgage industry from brokers to lenders and conveyancers, and ultimately the borrower, not only want but need a... read more