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Showing 1 - 10 of 100+ results for "CoreData"

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... coming to a close with a shift to a deaccumulation bubble sparking the need for advice processes to change, according to CoreData. Speaking at the Association of Financial Advisers (AFA) Conference, CoreData global chief executive Andrew Inwood said ...

Australia ranked seventh for retirement wellbeing

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... 2020 - Switzerland, Norway, Ireland, Netherlands, New Zealand. The index, developed by Natixis Investment Managers and CoreData Research, is designed to provide a snapshot of the relative financial security of retirees in 44 countries. It ranks countries ...

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... the notion that Millennials completely oppose adopting professional financial advice and insurance. In conjunction with CoreData, the report outlined several challenges advisers face when catering to the younger generation in regard to taking up life ...

Instos seek unique alternatives

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... alternatives, particularly those that deliver idiosyncratic values and opportunities. According to the inaugural Nuveen and CoreData survey, more than half (55%) of asset owners will shift away from public to private markets in the next 12 months. The ...

Investment bonds a good alternative to Wills: GDG

KANIKA SOOD  |  FRIDAY, 26 MAR 2021
... contested, 86% of claims are brought by the immediate family and 74% of total contested Wills are successful, she said citing CoreData. With investment bonds, when the investor dies, the beneficiaries can receive the payout in as little as two weeks. ...

APAC lagging on net zero goal: Survey

ELIZA BAVIN  |  TUESDAY, 23 MAR 2021
... North America and Asia Pacific, represents a total of around US$23.4 trillion in assets under management. Carried out by CoreData Research, Robeco's 2021 Global Climate Survey found climate change is already a significant factor in the investment policy ...

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 ...
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