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|Search Results||Showing 1 - 10 of 100+ results for "CoreData"|
|... retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement Futures, which aims to equip advisers with solutions for retirees. Fidelity ...|
|... everybody else is doing," he said. "There's a reluctance to try something new early on." However, recent insights from CoreData found about half of all advisers would consider switching licensee if it meant they had access to better technology. "It's ...|
|... would go down by more than 20%, new research shows. Those are the key findings of a study conducted by CPA Australia and CoreData, demonstrating wider access to financial advice would do wonders for Aussies' hip pockets and, consequently, the economy. ...|
|... sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe advice businesses with outdated technology will ...|
|... executives agreed that the advice industry will be pushed towards a new model in the coming years. The panel, facilitated by CoreData founder and principal Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive ...|
|... households in a fragile financial position than ever before and facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of Financial Planning Advice' ...|
|Most institutional investors are seeking alternative investments to safeguard against COVID-19 volatility. New CoreData Research reveals nearly half (40%) of the 459 participants it surveyed between June and July will ramp up allocations to alternatives ...|
|... benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas of their practice ...|
|... recommends the review consider several research reports on consumer's views about advice, including ASIC Report 627, CoreData analysis produced for MLC Wealth, and reports by global investment managers Vanguard and Fidelity International. The association ...|
|... traction among institutional investors in triggering unplanned reviews of external investment mandates, says new research. CoreData surveyed 117 institutional investors from around the globe in a bid to understand the relationships between institutional ...|
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IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.
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Link Group is now exploring the possibility of listing PEXA despite recently flagging there was strong interest from other parties in buying the property settlement platform.
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PIMCO has named a new lead for its Asia Pacific business as part of an executive shuffle announced overnight.
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Even before the COVID-19 vaccine arrived in Australia, it was clear we were returning to pre-pandemic normality, and latest stats back this.
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