Search Results | Showing 61 - 70 of 121 results for "CoreData" |
| | Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ... |
| | | ... Spending big on advertising may build brand awareness, but it has no effect on membership growth, according to research by CoreData. In a comprehensive study of how consumers view super funds, CoreData found that focusing on fees and services is a surer ... |
| | | ... knowledge and expertise to be more important than low fees or even independence from large financial institutions. The latest CoreData Keys to Growth Report 2014 shows that client's top key considerations when selecting a financial adviser are good reputation ... |
| | | ... than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their revenues ... |
| | | ... half of Gen Ys who have not used their fund's intra-fund advice services before, intend to do so in the future. The 2014 CoreData Member Engagement Report revealed that more than one in three of total respondents (36.4%) have not used their fund's advice ... |
| | | ... Australian Taxation Office (ATO) data shows members are getting younger. According to the latest Trends in SMSFS report from CoreData, the age distribution of members has changed drastically in the last nine months with 62.1% aged between 34 and 54 ... |
| | | ... directly) make up the bulk of SMSF asset allocation, so for the most part, returns are driven by these two asset classes," CoreData head of advice, wealth and super Salvador Saiz explains. But why is it so difficult to interest SMSFs in other types of ... |
| | | ... important than the value of the advice service during the first stages of the financial planning process. The latest CoreData 'Financial planning shadow shop' report revealed that the most successful financial planners from a customer acquisition perspective ... |
| | | AMP-owned ipac Financial Planning has won CoreData's 2013 Advisory Group of the Year Award. The award is given to the licensee with the strongest ability to acquire prospective clients and it is based on the ratings of consumers who were in the market ... |
| | | ... Australians who currently receive financial advice are at risk of leaving their adviser, according to new research from CoreData. CoreData's 2014 Keys to Growth Report found those most at risk were less likely to have received any contact from their ... |
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