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Showing 1 - 10 of 20 results for "CoreData Research"

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 woman 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 ...

APAC lagging on net zero goal: Survey

ELIZA BAVIN  |  TUESDAY, 23 MAR 2021
... 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 of ...

Instos dial up alternatives allocations

KARREN VERGARA  |  FRIDAY, 4 SEP 2020
... Most institutional investors are seeking alternative investments to safeguard against COVID-19 volatility. New CoreData Research reveals nearly half (40%) of the 459 participants it surveyed between June and July will ramp up allocations to alternatives ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... 14,000-strong FPA membership is immediate access to a community of like-minded professionals." He pointed to CoreData research which revealed FPA members are seeking more ways to connect and share with their professional peers. "Specifically, members ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... 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 hand ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... 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 FASEA's ...

Financial stress devastating Australian lives: Research

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
... 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 behavior ...

Super funds struggling as member engagement decreases

ALEX BURKE  |  MONDAY, 8 AUG 2016
Superannuation funds are finding it increasingly difficult to keep their members engaged, according to CoreData research. The CoreData 2016 Member Engagement Report found that 51.4% of super members surveyed were engaged with their retirement savings ...
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