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Showing 11 - 20 of 145 results for "CoreData"

Acenda enters retirement market with new solution

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... about running out of money in retirement, according to Acenda's From Uncertainty to Confidence research. Prepared by CoreData Research, the study was conducted in June 2025 and included 508 participants. The paper found the amount pre-retirees need to ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
... years, a new institutional investor survey reveals. The 2026 Institutional Investor Outlook published by Natixis IM and CoreData found that the tech bubble (47%) is the biggest worry heading into next year. Re-inflation (43%), geopolitical shocks (40%) ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... and Future of Advice Licensing: FSC Green Paper on the Advice Licensing Framework was published in collaboration with CoreData and explores how various issues such as industry fragmentation, varied financial requirements and professional indemnity insurance ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
... professional financial advisers to assist them with some of the biggest decisions of their lives," Webb said. Citing CoreData and Conexus Financial research, an increasing number of Australians nearing retirement plan to reinvest their nest egg savings ...

Small industry super funds beat giants on trust, service, value

ANDREW MCKEAN  |  WEDNESDAY, 18 JUN 2025
Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey. CoreData research consultant Alana Devitt told Financial Standard that members' trust in small industry funds is built through ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... Such assets comprise an average of 26% of HNW clients' total portfolio value, the study conducted in partnership with CoreData showed. Some 50% of HNW advisers predict that non-custody solutions will have either a growing or essential role in wealth ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture shifting sentiment, trends, and responses to market ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
... alternatives but are faced with difficulties due to the lack of access on their platforms. The research, conducted by CoreData, suggests that more advisers in the HNW space (27%) demonstrate comprehensive strategies for growth than their non-HNW counterparts ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... HNW investors want to diversify into alternatives but their platforms make it difficult to do so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused on wealthy clients ...