Search ResultsShowing 1 - 10 of 94 results for "CoreData"
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 ...
Advice is valuable but advocacy issues abound
HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... white paper, Great Advice for More Australians, released yesterday at the AFA National Adviser Conference. Produced by CoreData, the white paper demonstrates the positive differences financial advice makes in the lives of advised clients. AFA chief executive ...
Is risk advice at risk?
JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... said the advice industry will see a mass retirement of life insurance advisers at the close of 2023. Pointing to recent CoreData research showing at least 16.5% of advisers plan to exit the industry in the face of new education standards, Trapnell described ...
Advice improves lifestyle outcomes: Research
DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... Adviser Conference at the Gold Coast, Sunsuper said advised families could also be $240,000 better off at retirement. CoreData modelling used in the report shows an advised 34-year-old Australian couple can maximise their money to pay for the following ...
Advisers back higher education standards
JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... causing apprehension and it's this anxiety that is driving many to contemplate selling their business. Recent insight from CoreData shows 16.5% of older financial advisers plan to leave the industry in the face of these reforms. For some advisers, the ...
Financial stress devastating Australian lives: Research
EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
... financial stress according to the latest research. Details of a survey published by start-up Financial Mindfulness, based on CoreData research, show that almost one-in-three Australians (30.4%) suffer from significant financial stress, leading to anti-social ...
PAGE:
1
2
3
4
5
6
7
8
9
10
PREVIOUS
NEXT
Link to something 1bnJjiIB