Search Results | Showing 1 - 10 of 142 results for "CoreData" |
| | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... about running out of money in retirement, according to Acenda's From Uncertainty to Confidence research. Prepared by CoreData Research, the study was conducted in June 2025 and included 508 participants. The paper found the amount pre-retirees need to ... |
| | | | ... years, a new institutional investor survey reveals. The 2026 Institutional Investor Outlook published by Natixis IM and CoreData found that the tech bubble (47%) is the biggest worry heading into next year. Re-inflation (43%), geopolitical shocks (40%) ... |
| | | | A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ... |
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