Search Results | Showing 91 - 100 of 121 results for %22CoreData%22 |
| | | ... being ranked most highly by HNW individuals, brokers failed to alter their operating models to reflect this reality, CoreData's Private Bank Intelligence Unit found. In a focus group of HNWIs with $2 million plus in investable assets, and an online satisfaction ... |
| | | | ... expected to shrink by up to 40% by 2020, and the "Sweet spot" for funds is $10-$15bn in assets under management, said a CoreData whitepaper. Dubbed 'Survival of the fittest', CoreData's whitepaper revealed that it's operational efficiency, not size ... |
| | | | ... preferring to receive that advice from a financial adviser rather than their super fund. These were among the findings of CoreData survey results released today, which showed the majority of unadvised direct investors would seek advice if the value proposition ... |
| | | | Australian private banks have fallen behind the UK in satisfaction levels, according to research from CoreData. A quarterly survey of 1,722 Australians with more than $1 million excluding residence and superannuation found that only 33.1% currently ... |
| | | | ... quarter. Based on the fourth quarter of 2011, a survey of 1,004 respondents between February 21 and March 5 this year by CoreData found 58.6% of investors maintain a negative outlook for the growth prospects of the economy although there was an overall ... |
| | | | ... 'Intimate with Self Managed Superannuation' was commissioned by Russell and SPAA and conducted by independent research group CoreData. It surveyed SMSF trustees, non-trustees and professional SMSF advisers during November and December 2011. In total ... |
| | | | ... invest in their future." Such actions from accounting firms are expected to increase, according to a recent white paper by CoreData which predicted an influx of accountants into the financial planning industry either through mergers or appointments. ... |
| | | | ... industry as competition heats up with the impending entry of accountants, stockbrokers and super funds, according to CoreData, with consolidation a likely outcome as smaller practices move to cut costs and hold wide margins. In a white paper about the ... |
| | | | ... licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper, CoreData states that the traditional dealer group model is "dead in the water" ... |
| | | | ... overall new business structure and management, from August 1 this year. The North platform has been named as the 2011 CoreData Platform of the Year, winning for its adviser satisfaction, value-adding features and on its likelihood of recommending. |
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