|Search Results||Showing 1 - 10 of 94 results for "CoreData"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 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 ...|
Insurance in superannuation is now opt-in only for new members under the age of 25 and those with low account balances, after the government's Putting Members' Interest First super reforms passed through the Senate yesterday.
Intrust Super has relaunched its robo-advice offering, increasing the solution's speed while decreasing the user input requirements.
Brett Himbury, the chief executive of the $148 billion industry-super-owned fund manager, is stepping down after a decade in the role in a surprise announcement made this morning.
The Federal Court of Australia has found IOOF did not contravene the Superannuation Industry Supervision Act in the case brought against its APRA-regulated entities by the prudential regulator.
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