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Showing 11 - 16 of 16 results for "CoreData head"

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... that are looking for professional advice particularly around simple aspects such as budgeting and goal setting," CoreData head of financial services Kristen Turnbull said. "The opportunity spans generations, with advice seekers most likely to be Generation ...

Compliance costs Aussie advisers $15k versus global peers

MARK SMITH  |  TUESDAY, 4 MAR 2014
... research shows that reducing the burden of these activities can have a tangible impact on growth and profitability," CoreData head of financial services Kristen Turnbull said. Comparing the two adviser types, aligned advisers spend more time than independent ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... help setting their financial goals and ability to demonstrate expert advice on investment strategy, super and tax," CoreData head of Advice, Wealth and Super Salvador Saiz said. "Most advisers already possess these abilities; all they need to do is get ...

International shares pose barriers to entry

MARK SMITH  |  THURSDAY, 5 DEC 2013
... (30.4%) said they didn't know enough about overseas markets while 17.2% said they didn't know what to invest in. CoreData head of Advice, Wealth and Super Salvador Saiz added that many investors are likely to say they gain their international equities ...

Direct investment growth changes landscape

MARK SMITH  |  FRIDAY, 25 OCT 2013
... online research conducted between the 31 July and the 14 August, 2013, completed by a total of 1,139 respondents. CoreData head of advice, wealth and super Salvador Saiz said the growth is being fed by a burgeoning segment of the market with improving ...

Direct investment option key to retain fund members

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... most likely to switch funds and those likely to set up or join an SMSF would likely use a DIO option if available," CoreData head of Advice, Wealth and Super, Salvador Saiz, said. "In the battle to combat the leakage to SMSFs, the study does indicate ...
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