CoreData

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CoreData CoreData is a global research, consulting and panel business based in Sydney, Australia.

CoreData Research provides clients with both bespoke and syndicated research services through a variety of data collection strategies and methodologies, along with consulting and research database hosting and outsourcing services. In recent years CoreData Research began a global expansion into America, Africa, Asia and Europe. The CoreData Group (www.coredata-group.com) has operations in Australia, the United Kingdom, the Philippines and the United States. It also has associates working for the business in Malta, Mexico, Singapore and South Africa. The group’s expansion means CoreData Research has the capabilities and expertise to conduct syndicated and bespoke research projects on six different continents, while still maintaining the high level of technical insight and professionalism our repeat clients demand. CoreData Research provides both business-to-business and business-to-consumer research, while the group’s offering includes market intelligence, guidance on strategic positioning, methods for developing new business, advice on operational marketing and other consulting services. CoreData Research prides itself in identifying market trends at the earliest opportunity and formulating insightful quantifiable research that clients can use to help them stay ahead of the market and better meet the day-to-day challenges facing their businesses. Specialties
Global behavioural and strategic insight, business intelligence, market analysis, primary and secondary research, in-depth analysis, business impacts of macro events, commercial foresight

18/10/2026

📢 The latest episode of Conversations with CoreData is now live!

In this episode, Andrew Inwood sat down with Andrew Gregory, Chief Advice Officer at UniSuper, to discuss how the super fund is adapting for the decumulation era.

In this wide-ranging conversation, Andrew Inwood and Andrew Gregory delve deep into the role advice plays in superannuation, the ‘missing middle’, and how digital technologies are helping to scale personalised retirement solutions.

🎥 Watch the full episode here: https://youtu.be/_yT-moh_BYY

🎧 You can also get audio versions on:
• Apple Podcasts (https://lnkd.in/grQYv7V4)
• Spotify (https://lnkd.in/gpeGHMUf)

This podcast was released two weeks early for member of the CoreData Insights community. Join our free newsletter today to get early access and exclusive insights here: https://lnkd.in/gbsQjTYu

14/10/2026

While Australian super funds have led the world across many metrics, the UK and US retirement systems have also highlighted where our funds have fallen short for their members.

In this clip from our latest Conversations with CoreData podcast, UniSuper's Andrew Gregory talks about what Australia can learn from the US and UK, from decumulation to the digital service experience.

To watch the full episode, sign-up to the CoreData Insights newsletter: https://mailchi.mp/coredata/coredata-insights-landing-page

13/10/2026

In recent months, Assistant Treasurer Daniel Mulino has laid out plans to for a 'New Class of Adviser' that could have a significant impact on the advice industry and superannuation write large.

In this short clip, UniSuper Chief Advice Officer Andrew Gregory talks shares his thoughts on Labors plan for the NCA and the impact it could have on helping more Australians receive financial advice.

To watch the full episode, sign-up to the CoreData Insights newsletter: https://mailchi.mp/coredata/coredata-insights-landing-page

12/10/2026

In this clip from our latest podcast, UniSuper Chief Advice Officer Andrew Gregory talks about personalised service at scale has helped the superannuation firm avoid churn.

Gregory highlights how UniSuper can built stronger relationships with their members by orchestrating their in-person and digital offerings to reach them where they are.

To watch the full episode, sign-up to the CoreData Insights newsletter: https://mailchi.mp/coredata/coredata-insights-landing-page

07/10/2026

"The traditional advice model... cannot do it at the volume that we see our members retiring."

UniSuper Chief Advice Officer Andrew Gregory talks about how digital technologies can help scale advice to meet the needs of an ever-growing number of Australian retirees.

This clip from our latest Conversations with CoreData podcast. To watch the full episode, sign-up to the CoreData Insights newsletter: https://mailchi.mp/coredata/coredata-insights-landing-page

07/10/2026

In this short clip from our latest podcast, UniSuper Chief Advice Officer Andrew Gregory talks about meeting the needs of high-net-wealth clients. goes beyond just their super balance, but to every aspect of the retirement experience.

From aged care to estate planning, Gregory explains the complexity of retirement for these high earning members.

To watch the full episode, sign-up to the CoreData Insights newsletter: https://mailchi.mp/coredata/coredata-insights-landing-page

07/10/2026

CoreData Insights, our new monthly newsletter, launches today.

Financial services move quickly, and the signal is often buried in the noise. CoreData Insights is built to cut through it. Each month, this newsletter will gather insights from across the sector, including industry reports and interviews with leading figures who are shaping where the industry goes next.

We want to create a space to talk about the complexities of what we are working on, with the only agenda being to pursue progress, to champion independent thought and to help people make sense of a turbulent industry.

This month we focus on advice and the New Class of Adviser. Demand for good advice continues to outpace the capacity to deliver it, and the digital age has changed what members expect. The central question is how advice can scale without losing the quality that makes it valuable.

For this issue we also sat down with Andrew Gregory from UniSuper in our latest podcast episode for his take on the role of advice in superannuation, where the challenges remain, and what it will take for advice to reach more people.

Subscribe to receive the first issue and every edition that follows: https://mailchi.mp/coredata/coredata-insights-landing-page

27/09/2026

ETFs have become a core component in portfolio construction and the Australian financial advice landscape. CoreData’s Adviser Pulse Check H1 2026 Research shows ETFs having the highest net increase in allocation intentions, with a net total of 36% of advisers intending to allocate to this asset class. Following that is international equities, sitting at 23%. Cash also remains an attractive store for capital, with 20% advisers intending to allocate to this class.

Conversely, property draws the weakest support alongside international bonds and real estate investment trusts (REITs), with more advisers looking to decrease allocations than increase them. For real estate and REITs this doesn’t mark a substantial shift from allocation intent seen a year ago.

International bonds saw a drop in intent, with a 7% net total increase recorded among advisers a year ago, compared to a net total decrease of 5% in H1 2026, reflecting advisers' response to rising bond yields and continued uncertainty in global currencies.

This research comes from CoreData’s six monthly Adviser Pulse Check Survey. To learn more contact Anna Vennonen at [email protected].

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