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Showing 1 - 10 of 27 results for "CoreData Research"

Acenda enters retirement market with new solution

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

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

ANDREW MCKEAN  |  WEDNESDAY, 18 JUN 2025
... 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 transparency and ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture shifting sentiment, trends, and responses to market events, across different ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... intended." Tribel has a network of accountants, advisers, and mortgage brokers located in offices nationwide. CoreData Research estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... Because we know that education is important to empowerment, confidence, and understanding," she said. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial, and participating in the workforce in far greater numbers ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... all, according to new research by Natixis Investment Managers. The research, conducted in collaboration with CoreData Research, found almost half (48%) of Gen Xers have concerns about running out of money in retirement and three in 10 think they will ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... will inherit by 2050, according to the Productivity Commission, is more likely to be $4.9 trillion based on CoreData Research. This excludes $3.7 trillion of superannuation and money in savings accounts that aren't easily quantifiable. "It's ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial and participating in the workforce in far greater numbers ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... about topping up not just domestic equities, but also small caps," she said. A report by Australian Ethical and CoreData Research last year showed that nearly half of advisers include responsible investing in their advice proposition, driven by rising ...

Australia ranked seventh for retirement wellbeing

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... 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 based ...
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