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

Breach reporting regime a distraction: Report

JAMIE WILLIAMSON  |  TUESDAY, 3 MAY 2022
... distract from other issues and the greatest proportion of reports filed relate to financial advice failures. A report from CoreData, Lawcadia and Gadens looks at the first six months of ASIC's enhanced breach reporting laws which were introduced ...

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... revenue and operations will improve as lockdowns lift and pandemic worries ease. The majority of advisers canvassed by CoreData and Colonial First State expressed this sentiment, anticipating that their business revenues will grow by 10% or more during ...

Australian Ethical launches first ETF

JAMIE WILLIAMSON  |  TUESDAY, 1 FEB 2022
... institutional sales director. He has over 30 years' experience, having also held senior roles with AMP Capital and CoreData across institutional funds management and marketing.

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 ...
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