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Showing 11 - 20 of 25 results for "CoreData Research"

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... 14,000-strong FPA membership is immediate access to a community of like-minded professionals." He pointed to CoreData research which revealed FPA members are seeking more ways to connect and share with their professional peers. "Specifically, members ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... rapidly forming. Advisers and accountants will therefore need to adapt. CountPlus put together the paper based on CoreData research, which found that accounting firms are well placed to deliver a financial advice offering to clients. On the other hand ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... advice industry will see a mass retirement of life insurance advisers at the close of 2023. Pointing to recent CoreData research showing at least 16.5% of advisers plan to exit the industry in the face of new education standards, Trapnell described FASEA's ...

Financial stress devastating Australian lives: Research

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
... according to the latest research. Details of a survey published by start-up Financial Mindfulness, based on CoreData research, show that almost one-in-three Australians (30.4%) suffer from significant financial stress, leading to anti-social behavior ...

Super funds struggling as member engagement decreases

ALEX BURKE  |  MONDAY, 8 AUG 2016
Superannuation funds are finding it increasingly difficult to keep their members engaged, according to CoreData research. The CoreData 2016 Member Engagement Report found that 51.4% of super members surveyed were engaged with their retirement savings ...

ING DIRECT adds to Living Super investment menu

MARK SMITH  |  THURSDAY, 25 FEB 2016
... additional ETFs. The company said the move is a result of increased demand by clients and their advisers, citing CoreData research which said the appetite for share trading through superannuation is growing year on year, with more than 70% of retail ...

Retail funds risk member exodus

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
More than 20% of retail superannuation fund members are thinking about leaving within the next five years, CoreData research found. Members likely or very likely to move to another fund regulated by the Australian Prudential Regulation Authority (APRA) ...

Price is wrong for supermarket super

ALEX BURKE  |  FRIDAY, 28 AUG 2015
... (76.3%) of Australians would never consider a Coles or Woolworths public offer superannuation fund, according to CoreData research. Based on a survey of 847 respondents, CoreData's 2015 Member Engagement Report also suggested that 14.4% would only use ...

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
... Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ...

FEATURE: Managing SMSF growth

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
... equity markets are running." In this context, financial advice can become a key driver for diversification. CoreData research shows that advised investors have typically more diversified and better performing portfolios than unadvised SMSF trustees. ...