The latest research from CoreData paints a stark picture for super funds: while marketing spend can draw in new members, these efforts fail to retain members and build long-lasting relationships unless trust is built and service promises are fulfilled. On the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood and researcher Alana Devitt sit down to discuss our latest research report on this growing concern and the state of the superannuation industry. This wide-ranging conversation dives deep into what members are looking for from their super fund, the drivers of trust in superannuation, and much more.To learn more about our Best Possible Retirement report, contact Alana Devitt at alana.devitt@coredata.com.au.And learn more about CoreData by contacting Andrew Inwood at andrew@coredata.com.au.
The fallout from the First Guardian and Shield collapses have forced the superannuation industry to confront the threats posed by financial scams and fraud. From poor oversight to a new wave of lead generation, these fund failures reveal how the layers of safeguards were insufficient in protecting Australia's $4.1 trillion retirement system.
In this wide-ranging conversation, CoreData Global CEO Andrew Inwood and FSC CEO Blake Briggs break down the risks within the superannuation system, the growing concerns around financial scams, the case for super fund insurance, and much more.
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With 12% of Australians now holding digital assets, this growing adoption is beginning to influence the nation’s superannuation industry. As investors move their savings from super funds into SMSFs to hold crypto, the industry faces both opportunities and challenges for this emerging asset class.In this wide-ranging discussion, CoreData researchers Alana Devitt and Anna Vennonen explore the drivers behind this trend, how the superannuation industry is responding to the rise of crypto, and consider what it means for the future of retirement investing.Learn more about our cryptocurrency research by contacting Anna Vennonen at anna.vennonen@coredata.com.au.
Learn more about our retirement research by contacting Alana Devit at alana.devitt@coredata.com.au.
CoreData's Managing Director Craig Phillips sat down with David Sokulsky, Founder, CEO and CIO of Carrara Investment Management, to talk about the state of the Australian funds management industry.
In this wide-ranging conversation, Craig and David discuss the growing popularity of alternative assets, the challenges for innovating in funds management, and scaling these businesses for the digital age.
In the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood sat down with Eugene Ardino, CEO of Lifespan Financial Planning, to talk through the state of the licensing and financial advice industry.
In this wide-ranging conversation, Andrew and Eugene discuss the approaching advice gap, the role of licensees in the market, the challenges of pricing, and the emergence of private equity in the advice industry.
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On this week's podcast, researcher Anna Vennonen sat down with CoreData's Global CEO Andrew Inwood and Denis Orrock, Chief Strategy Officer at Praemium, to discuss the current state of the financial advice industry in 2025 and beyond. In this wide-ranging conversation, Anna, Andrew, and Denis look at the future of advice platforms, the growing importance of ETFs, and how the advice industry is going to transition into the future. Subscribe to get notified as soon as our latest podcast episodes go live.
In this week's podcast, CoreData Global CEO Andrew Inwood sat down with Keith Cullen, Managing Director of WT Financial Group, to discuss how his team is redefining what it means to run a successful advice network in Australia.
This wide-ranging conversation touched on the state of the advice industry in Australia, the upcoming shortage of advisers, and the role of private capital and technology in scaling advice.
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In our latest episode of the Conversations with CoreData podcast, Managing Director Craig Phillips talks with Brett Jollie about the current state of the asset management industry. In this episode, Craig and Brett go deep on the importance of thought leadership and education in the field, the role of ESG in future investing decisions, the incoming great wealth transfer, and much more.Subscribe to get notified as soon as our latest podcast episodes go live.Music: Luge by Geographer.
In the second episode of our podcast series, Conversations with CoreData, Global CEO Andrew Inwood sat down with researcher Alana Devitt to discuss our latest report on the Best Possible Retirement research. In this episode, Andrew and Alana go deep on super annuation sentiment for pre- and post-retirees, and the challenges they face.
For the first episode in our series, CoreData Global CEO Andrew Inwood spoke with Grahame Evans, principal of Mente Pty Ltd and consultant director at CoreData, about our latest insights into the future of advice in Australia.
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