Search Results | Showing 121 - 130 of 142 results for "CoreData" |
| | | ... 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. |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... they get, but those who have never dealt with planners directly are skeptical, research shows. According to research by CoreData-brandmanagement, commissioned by the Association of Financial Advisers, investors gave advisers rating of 7.5 out of 10 ... |
|