The latest research from Helia and CoreData has found prospective first home buyers are steadfast in entering the property market amid rising property prices and cost-of-living pressures. brokerdaily.au/borrower/20331…
CoreData's latest research, in partnership with @FBAAmedia and featured in The Adviser, has found that lowering the serviceability buffer to 2.5% could unlock billions and help 270,000 more people access homeownership. theadviser.com.au/broker/46993-l…
$3.4 billion lost to scams in 2024 — and confidence in financial institutions to protect Australians is being put to the test. Our latest insights reveal a growing trust divide.
Recent research highlights the value of developing professional partnerships in bringing in new clients. Among financial advisers surveyed, 29% said they offered mortgage broking services in house, while the majority (54%) refer their clients to external brokers.
Our latest data from the Investor Sentiment Index shows that wealth is moving, and less than half of beneficiaries have professional advice to rely on for managing and growing this springboard.
When trust breaks down, superfund members start looking elsewhere. But trust isn’t the only driver. A desire for more control over investments and a clearer sense of value for money are also pushing members toward switching, with many eyeing SMSFs.
CoreData found that 77% of advisers estimated less than 5% of their client base holds cryptocurrency or crypto ETFs, Yet when CoreData surveyed investors, we found more than a third (38%) of investors hold crypto. For more insights, visit: coredatainsights.com
Reinforcing our previous research into the gender gap within the financial advice industry, our research suggests Australia’s financial industry—including the broker industry—continues to be male-dominated. For more insights, visit: coredatainsights.com
Our research shows younger clients value advisers who share their gender or cultural background while older clients prioritize years of experience. Meanwhile, working-age clients care more about advisers with similar lifestyles. Learn more at coredatainsights.com
Our latest findings highlight the lack of diversity in the financial advice industry. Given Australia’s diverse population, and the fact that women make up 51% of it, there is a need for the financial advice industry to strive toward representation to better service Australians.
Recent research has found that younger Australian investors were much more likely to have changed their portfolio allocation recently than older investors. For more insights, visit: coredatainsights.com
While Australians do not keep up on the latest super fund news, our research has found certain stories have a big impact on how Australians trust super funds. Positive news such as strong returns increases trust, while compliance and ethical issues decrease trust significantly.
Recent research shows a quarter of members consider themselves likely to switch to another superannuation fund, with a quarter also seeing themselves likely to get an SMSF at some point. To see more research like this visit CoreData Insights: coredatainsights.com
Even the wealthiest investors aren’t immune to bias. High-net-worth investors admit to letting biases impact their decisions, particularly during uncertain times or major life events like retirement or divorce. Read our whitepaper here: lnkd.in/gaAN4GpB
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