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Showing 1 - 8 of 8 results for "CoreData report"

Marketing key to $480bn post-retirement opportunity

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
... be costing the superannuation industry as much as $480 billion. That's the conclusion of a recently published CoreData report, which examined member attitudes, intentions and awareness of funds' retirement services offerings among those aged 45 and older. ...

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... first appointments become a tick-a-box exercise," CoreData head of financial services Kristen Turnbull said. The CoreData report details financial planners' ability to engage real buyers of investment, superannuation and insurance advice. It canvassed ...

Advised pre-retirees more confident about retirement

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
... their income in retirement from the age pension, far higher than the 7% currently drawn by post-retirees. The CoreData report represents the findings from online research conducted between the 16th of January and 3rd of February 2014.A A total sample ...

Direct investment growth changes landscape

MARK SMITH  |  FRIDAY, 25 OCT 2013
... investing directly signals the emergence of a new investment landscape for wealth managers to tap into, according to a CoreData report. CoreData said the growth in the segment poses both challenges and opportunities for the wealth management industry ...

Legalsuper reviews financial planning services

RUTH LIEW  |  MONDAY, 25 JAN 2010
... group found their advisers are not as good as independent financial advisers (IFAs) and bank-aligned planners. The CoreData report found, overall, IFFP advisers were rated less than IFAs and bank aligned advisers by potential customers and lagged the ...

Shadow shop reveals service gap among planners

MICHAEL HOBBS  |  THURSDAY, 21 JAN 2010
... group found their advisers are not as good as independent financial advisers (IFAs) and bank-aligned planners. The CoreData report, The Industry Fund Financial Planning Shadow Shop Report, compared the customer experience of IFFP businesses against IFAs ...

Brokers consider their options

MICHAEL HOBBS  |  FRIDAY, 24 OCT 2008
A CoreData report found roughly 2,000 mortgage brokers believe they will change broking groups in the next year as big banks cut commissions and continue to squeeze them out of the industry. The study of 700 Australian mortgage brokers revealed two ...

Aussies shun local equities

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
... and does not reflect an economy that was supposedly benefiting from a once in a lifetime mining boom," noted the CoreData report. But how do investors feel about their current investments? Surprisingly, a hefty 29 per cent consider themselves as being ...
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