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Showing 1 - 10 of 139 results for "CoreData"

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... 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 ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... 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 ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... 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 ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... 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 ...

Acenda enters retirement market with new solution

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... 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 ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
... 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%) ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
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 ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... and Future of Advice Licensing: FSC Green Paper on the Advice Licensing Framework was published in collaboration with CoreData and explores how various issues such as industry fragmentation, varied financial requirements and professional indemnity insurance ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
... professional financial advisers to assist them with some of the biggest decisions of their lives," Webb said. Citing CoreData and Conexus Financial research, an increasing number of Australians nearing retirement plan to reinvest their nest egg savings ...

Small industry super funds beat giants on trust, service, value

ANDREW MCKEAN  |  WEDNESDAY, 18 JUN 2025
Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey. CoreData research consultant Alana Devitt told Financial Standard that members' trust in small industry funds is built through ...
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