Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 99 results for "CoreData"
FPA launches benchmarking tool
ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... 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 ...
FPA advocates for reduced pension minimums
HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
... 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 ...
How to lose a mandate
KANIKA SOOD  |  MONDAY, 10 FEB 2020
... 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 ...
Fidelity backs personality tests
ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... financial advisers. The international fund manager released its Value of Advice report this week, with research from CoreData, which included insights into the personality types of clients. Fidelity Australia managing director Alva Devoy said there are ...
New social network for advisers
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... of the 14,000-strong FPA membership is immediate access to a community of like-minded professionals." He pointed to CoreData research which revealed FPA members are seeking more ways to connect and share with their professional peers. "Specifically ...
Aussie millionaires are cashed up: Report
KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management and CoreData, found most millionaires are unsophisticated investors and shun diversifying portfolios beyond cash, direct property and ...
Advice and accounting align post-Royal Commission: CountPlus
ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... is rapidly forming. Advisers and accountants will therefore need to adapt. CountPlus put together the paper based on CoreData research, which found that accounting firms are well placed to deliver a financial advice offering to clients. On the other ...
Cost of living fears rise: Research
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 APR 2019
... greatest concern in 2019 but effective financial advice could be the solution. Latest research from Mortgage Choice and CoreData's looked at the attitudes and behaviours of Australians towards their finances. Mortgage Choice chief executive Susan Mitchell ...
SMSFA turns up the heat on franking debate
HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... benefit? He labelled it "just dumb policy". Rice's comments drew adulation from the crowd, but were challenged by CoreData founder and principal Andrew Inwood, who sees merit in Labor's policy. He stopped short of whole-heartedly supporting it ...
Advisers question value of best interests duty
DARREN SNYDER  |  WEDNESDAY, 30 JAN 2019
... improved advice quality. These are two of 11 findings from research released by HUB24 today. The study was conducted by CoreData in partnership with the Association of Financial Advisers (AFA), and it interviewed more than 300 advisers. Although the ...
PREVIOUS
NEXT
Link to something 40GwbwsJ