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Showing 1 - 10 of 142 results for "CoreData"

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... finances, but most remain reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around 80% of HNW investors who work with an adviser have already used AI for financial tasks, including financial ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased from 127 to 135 over the past year, the newly released Future of ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
Local experts are observing a growing investment opportunity in Australian advice platforms that may not be as apparent for global investors, but since the sector is currently at its "infancy", many can capitalise on buying low and selling high. Speaking ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... the growth will not be captured easily. New research from Natixis Investment Managers, conducted in collaboration with CoreData, surveyed some 2950 financial professionals across 23 countries, including 150 from Australia, to examine the challenges advisers ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... reforms could change this. A survey conducted by the Stockbrokers and Investment Advisers Association (SIAA), Praemium and CoreData reveals financial advice has not kept up with the HNW population's booming wealth. It is ultimately widening the gap ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... backwards," SIAA chief executive Maria Lykouras said. The second piece of research, conducted in conjunction with Praemium and CoreData, provides insights on the current state of the industry, particularly as traditional stockbroking firms move into ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... regulated digital advice at scale. The role and value of digital advice in Australia paper, compiled in conjunction with CoreData and Borromean Consulting, highlights the urgency to act on several, strong foundations that will pave the way for digital ...

Acenda enters retirement market with new solution

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... about running out of money in retirement, according to Acenda's From Uncertainty to Confidence research. Prepared by CoreData Research, the study was conducted in June 2025 and included 508 participants. The paper found the amount pre-retirees need to ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
... years, a new institutional investor survey reveals. The 2026 Institutional Investor Outlook published by Natixis IM and CoreData found that the tech bubble (47%) is the biggest worry heading into next year. Re-inflation (43%), geopolitical shocks (40%) ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...
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