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Showing 51 - 60 of 65 results for "M Core"

Research: Australian private banks fall behind

MELANIE TIMBRELL  |  THURSDAY, 17 MAY 2012
Australian private banks have fallen behind the UK in satisfaction levels, according to research from CoreData. A quarterly survey of 1,722 Australians with more than $1 million excluding residence and superannuation found that only 33.1% currently ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
The performance of separately managed account funds on platforms is rising steadily, according to Standard & Poor's Fund services, which upgraded one manager and downgraded another in its recent sector review. S&P upgraded the Dalton Nicol Reid Australian ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Financial planners have reacted in fear to the Future 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 ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
Ratings agency Standard & Poor's has rated two Macquarie Customised Portfolio Management products, increasing the number of researcher-rated SMAs available to financial advisers. The research firm gave the MCPM Core Australian Equity SMA model fund ...

AR Group appoints CLS

COMPANY RELEASE  |  WEDNESDAY, 19 MAY 2010
Specialist wholesale SMSF service provider AR Group has appointed Class Leading Solutions as its marketing partner. CLS executive manager, Kurt Smyth, said the firm was appointed as AR's marketing, promotion and distribution partner. AR's clients includes ...

Still a lucky country: research

MICHELLE BALTAZAR  |  TUESDAY, 8 DEC 2009
Around 40 per cent of Australians expect their household finances to improve next quarter compared with only 3.7 per cent bracing for the worst, research shows. This week industry body IFSA and research firm CoreData have released their quarterly investor ...

Advisers want to keep commissions: research

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
Nearly two thirds of financial advisers don't believe commissions should be stamped out, according to research from CoreData that polled over 200 advisers and practice principals. Following the release of the Ripoll Inquiry earlier this month, the research ...

Aussies shun local equities

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
Aussie investors are turning their backs on Australian shares and sporting a grim reaper stance towards the local economy, new research shows. Almost 40 per cent of Australian investors have been expecting the share market to perform 'somewhat worse' ...