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Showing 111 - 120 of 139 results for "CoreData"

Direct investors prefer scaled advice

MELANIE TIMBRELL  |  THURSDAY, 2 AUG 2012
... 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 ...

Research: Australian private banks fall behind

MELANIE TIMBRELL  |  THURSDAY, 17 MAY 2012
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 ...

Investor negativity despite positive signs

ELISE BURGESS  |  THURSDAY, 12 APR 2012
... 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 ...

SMSFs focus on risk reduction: report

RACHEL DAVIS  |  WEDNESDAY, 15 FEB 2012
... '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 ...

Crowe Horwath eyes HNWI business

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... 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. ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... 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 ...

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 ...