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Showing 101 - 110 of 145 results for "CoreData"

International shares pose barriers to entry

MARK SMITH  |  THURSDAY, 5 DEC 2013
... looking to increase their exposure to international shares are hampered by a lack of understanding, according to the latest CoreData Australian Investor Report. The researcher surveyed 928 investors with a range of risk profiles and identified two major ...

Direct investment growth changes landscape

MARK SMITH  |  FRIDAY, 25 OCT 2013
... investing directly signals the emergence of a new investment landscape for wealth managers to tap into, according to a CoreData report. CoreData said the growth in the segment poses both challenges and opportunities for the wealth management industry ...

Direct investment option key to retain fund members

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... superannuation fund could be the key to retaining members and discouraging them from moving to self-managed super funds (SMSF). A CoreData Member Retention report found that a DIO within the super fund can work as a retention tool, with 60% of members ...

Smartphone apps could increase super engagement

JAMES FERNYHOUGH  |  TUESDAY, 21 MAY 2013
Half of all members are not engaged with their superannuation, according to the latest research by CoreData. However, around 50% of younger members - and a third of all respondents - said they would be more engaged if their fund offered a smartphone ...

SMSFs on track to reach $500bn

ALEX DUNNIN  |  THURSDAY, 21 MAR 2013
... the success of these strategies," said Mason. Despite this focus on offering direct investments, research released by Coredata earlier this month found that it is a very inneffective member retention strategy. "It was one of the least popular ways cited ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
... being the best in Australia for the third time in five years. After completing a shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee Financial Planning had again won its Financial Advisory Group of the Year award. "CoreData's ...

Would-be clients snub advice

MARK SMITH  |  FRIDAY, 18 JAN 2013
Potential financial planning clients are less likely to take up advice than they were last year, according to CoreData's 2012 Financial Planning Shadow Shop. The report details financial planners' ability to engage real buyers of investment, superannuation ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
... transparent discussion they are having about fees. MLC-aligned dealer group Apogee Financial Planning has been named by CoreData as its Financial Advisory Group of the Year for the third time in five years. "CoreData's research shows customers value ...

TAL crowned life company of the year

MARK SMITH  |  MONDAY, 26 NOV 2012
TAL has been named Life Company of the Year in CoreData's Annual Risk Report. The insurance giant scored highly on CoreData's three most important attributes - having a strong customer focus, competitive cover definitions and the ease of doing business ...

Core Data: Super members crave quality dialogue

LINDA HAUSKEN  |  FRIDAY, 19 OCT 2012
... better quality communication from their fund would help foster a closer relationship, according to new Core Data research. CoreData's Member Engagement Report 2012, conducted via an online survey in September 2012, collected 1,030 responses from Australian ...