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Showing 1 - 10 of 145 results for "CoreData"

HNW clients value quality over fees: Praemium

VINNY VUCAGO  |  WEDNESDAY, 30 SEP 2026
... advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found. The Rich Decisions research found 84% of HNW investors receiving ongoing advice are happy with their investments, compared ...

Third of Aussies think retirement will be funded by inheritance: Natixis

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
... to support Australians in what is one of the most important investments in their lives." Created in collaboration with CoreData Research, the GRI assessed retirement security across 44 countries using 18 indicators spanning finances in retirement, material ...

Trust emerges as key drivers of super fund loyalty

VINNY VUCAGO  |  FRIDAY, 11 SEP 2026
... their interactions with funds, while trust has emerged as the clearest driver of loyalty and advocacy, according to new CoreData research. The research found general enquiries have fallen from 34% to 28% based on members' contact reasons, while enquiries ...

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 ...
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