Search Results | Showing 71 - 80 of 120 results for "CoreData" |
| | ... administration and compliance compared to global advisers is costing them more than $15,000 a year, according to research by CoreData. Administration and compliance make up about 30% of Australian advisers' total time on average, with 15.6% of time spent ... |
| | | ... pre-retirees are more confident than non-advised that they will achieve the level of wealth they require in retirement, CoreData research found. The CoreData 2014 Post-retirement Report found that 65.1% of pre-retirees that do not seek professional advice ... |
| | | ... to go to meet the needs of self-managed super fund (SMSF) trustees, a new report has shown. The research, conducted by CoreData and jointly issued by the SMSF Professionals' Association of Australia (SPAA) and Russell Investments, found that SMSF trustees ... |
| | | ... and from less wealthy segments. About a third of advised Australians are in danger of leaving their current adviser, CoreData Keys to Growth Report indicates. The study segments advised Australians into Bonded, Firm, Loose or At Risk of Leaving and found ... |
| | | ... looking to increase their exposure to international shares are hampered by a lack of understanding, according to the latest CoreData Australian Investor Report. The researcher surveyed 928 investors with a range of risk profiles and identified two major ... |
| | | ... investing directly signals the emergence of a new investment landscape for wealth managers to tap into, according to a CoreData report. CoreData said the growth in the segment poses both challenges and opportunities for the wealth management industry ... |
| | | ... superannuation fund could be the key to retaining members and discouraging them from moving to self-managed super funds (SMSF). A CoreData Member Retention report found that a DIO within the super fund can work as a retention tool, with 60% of members ... |
| | | Half of all members are not engaged with their superannuation, according to the latest research by CoreData. However, around 50% of younger members - and a third of all respondents - said they would be more engaged if their fund offered a smartphone ... |
| | | ... the success of these strategies," said Mason. Despite this focus on offering direct investments, research released by Coredata earlier this month found that it is a very inneffective member retention strategy. "It was one of the least popular ways cited ... |
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