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Showing 101 - 110 of 139 results for "CoreData"

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 ...

netwealth launches global trading on platforms

MELANIE TIMBRELL  |  THURSDAY, 4 OCT 2012
... options but that in Australia providers have been comparatively insulated. The netwealth Investment Wrap recently won CoreData's Platform of the Year on the strength of advisers voting on perceived value as a consequence of moves to unbundle its offers ...

ING's new super product to shake up the industry

LINDA HAUSKEN  |  WEDNESDAY, 5 SEP 2012
... future, but are struggling to find products with the accessibility and transparency to make this a reality. According to CoreData, levels of satisfaction with members' main superannuation fund are now at their lowest level in eight years. Richtor added ...

netwealth cost focus pays off

MELANIE TIMBRELL  |  WEDNESDAY, 22 AUG 2012
netwealth Investment Wrap is CoreData's Platform of the Year for 2012 on the strength of advisers allocating client funds on the basis of perceived value. The number of respondents surveyed by CoreData who selected value as the basis for allocation ...

Super loyalty defies low return expectations

BEN COLLINS  |  TUESDAY, 14 AUG 2012
CoreData research reveals robust investor attachment to non-performing funds. It is investor apathy, argues Kristen Turnbull the researcher's head of advice, wealth and super which led over half of the members surveyed (57%) to suggest they would stick ...

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
... 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 ...

40% of super funds gone by 2020:CoreData

BEN COLLINS  |  TUESDAY, 7 AUG 2012
... 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 ...