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Showing 11 - 20 of 139 results for "CoreData"

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 ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... as they intended." Tribel has a network of accountants, advisers, and mortgage brokers located in offices nationwide. CoreData Research estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... steps. Because we know that education is important to empowerment, confidence, and understanding," she said. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial, and participating in the workforce in far greater ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... retire at all, according to new research by Natixis Investment Managers. The research, conducted in collaboration with CoreData Research, found almost half (48%) of Gen Xers have concerns about running out of money in retirement and three in 10 think ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Australians will inherit by 2050, according to the Productivity Commission, is more likely to be $4.9 trillion based on CoreData Research. This excludes $3.7 trillion of superannuation and money in savings accounts that aren't easily quantifiable. ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... superior yields in an environment where traditional investments may underperform, according to a report by Praemium and CoreData. As the range of investment opportunities in alternatives assets continues to grow, the asset class is poised to capture ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial and participating in the workforce in far greater ...