Search Results | Showing 121 - 130 of 145 results for "CoreData" |
| | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
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