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Search ResultsShowing 1 - 10 of 100+ results for "CoreData"
Retiree strategies need greater attention: Research
ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... 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 ...
Advice firm launches dealer group
JAMIE WILLIAMSON  |  MONDAY, 7 DEC 2020
... 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 ...
Advice for all could add $630bn to economy
JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
... 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. ...
Advice firms need technology to survive: FPA
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... 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undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe advice businesses with outdated technology will ...
A new model is coming: Licensees
ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... 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 ...
Advice too expensive, hard to access: FPA
ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... 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' ...
Instos dial up alternatives allocations
KARREN VERGARA  |  FRIDAY, 4 SEP 2020
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 ...
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 ...
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