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Showing 101 - 110 of 123 results for "CoreData"

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... 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" ...

North platform lands new head in AMP restructure

ELISE BURGESS  |  FRIDAY, 22 JUL 2011
... 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.

Advisers demand platform opt-in support

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
... high expecations of support from providers once opt-in reforms are implemented, an industry survey has found. The annual CoreData Platform Study reported that advisers think platform providers should lower costs, with last year's number one demand of ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
... an offering that in some ways is between full face-to-face comprehensive advice and a call centre." New figures from CoreData Brandmanagement have shown that the proportion of investors bypassing intermediaries has increased to 21.7% in 2011, up dramatically ...

Advisers and super key to underinsurance: AFA

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
... third tranche of research from the Association of Financial Advisers (AFA), 'Risking Everything', conducted by researcher CoreData and sponsored by AIA Insurance, 703 individuals were surveyed on their views on life insurance and how they address risk. ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
... of Financial Advice reforms, anticipating less pay for more work - and would pass costs on to clients, research firm CoreData has found. The independent research canvassed the views of 358 advisers in an online survey held from April 29 to May 4, covering ...

Clients want commissions - AFA

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
... life insurance products, according to research by the Association of Financial Advisers. The AFA research, conducted by CoreData and sponsored by AIA Australia, surveyed corporate super and life insurance planning clients on their stance on commissions ...

Proposed reforms could hurt insurance levels: AFA

ALISON BEVEGE  |  TUESDAY, 22 FEB 2011
... to begin the third tranche of its consumer/adviser research. The research, which is sponsored by AIA and conducted by CoreData-brandmanagement, will investigate why people seek life insurance cover.

Low contrib caps slam brakes on SMSFs

MICHELLE BALTAZAR  |  MONDAY, 21 FEB 2011
... more than 1,300 SMSF trustees, non-trustees and professional SMSF advisers late last year. SPAA and Russell commissioned CoreData-brandmanagement to do the study.

Insurance drives new client wins: study

ELISE BURGESS  |  TUESDAY, 23 NOV 2010
... from new clients, giving fresh evidence that risk-related advice is core to a typical financial planning business. The CoreData Risk Study 2010, which looked at risk advice in the past 12 months, found that new clients contributed to 48.7 per cent of ...