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Showing 1 - 10 of 21 results for "Inwood"

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... complexity across retirement, succession, tax, alternatives and whole-of-wealth oversight. CoreData chief executive Andrew Inwood said what is concerning is Australia is entering its largest intergenerational wealth transfer on record, with the acceleration ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... advice that's probably ever existed. It's not going to be easy though," CoreData global chief executive Andrew Inwood says. Many advisers find the transferral of money between the next of kin is not an easy conversation. Engaging recipients to ...

Praemium partners for adviser insights

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
... confident that we will deliver unparalleled value to our clients and the broader industry." CoreData chief executive Andrew Inwood said collaborating with Praemium presents a tremendous opportunity to apply CoreData's research insights directly to real-world ...

Super funds are ready for RIC: Data

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... third parties while one in four funds did not know if they would do this," it reads. CoreData global chief executive Andrew Inwood welcomed super funds' interest in expert support for managing longevity risk for their members. "What's unique ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... to CoreData. Speaking at the Association of Financial Advisers (AFA) Conference, CoreData global chief executive Andrew Inwood said the youngest of the baby boomers are turning 57 years old this year and a massive amount of money is about to be spent. ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... will be pushed towards a new model in the coming years. The panel, facilitated by CoreData founder and principal Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix ...

Instos dial up alternatives allocations

KARREN VERGARA  |  FRIDAY, 4 SEP 2020
... and North Americam (55%) instos are showing a strong appetite for private equity. CoreData founder and principal Andrew Inwood commented: "Our findings indicate that institutional investors have looked to weather the COVID-19 storm by seeking shelter ...

SMSFA turns up the heat on franking debate

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... policy". Rice's comments drew adulation from the crowd, but were challenged by CoreData founder and principal Andrew Inwood, who sees merit in Labor's policy. He stopped short of whole-heartedly supporting it, but Inwood said money spent on franking ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... consider it." In presenting the white paper to conference delegates on Thursday, CoreData principal and founder Andrew Inwood said the research found the personal brands of advisers have remained intact, despite the industry's reputational problems at ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... and 16% believe they would have a good standard of living in retirement. CoreData principal economic researcher Andrew Inwood said: "Good advice does of course make you wealthier at retirement, but it also adds value all the way through your life in ...
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