The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "CoreData"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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. ...|
|... 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 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 ...|
|... 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 ...|
|... 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. ...|
|... 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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MFS Investment Management is searching for a new head of retail sales for its local business, as the incumbent heads to London for a new role.
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A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth.
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With more research identifying the pressure put on employees by the pandemic and lockdowns, wealth technology firm Class is offering employees extra days off.
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Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.
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