Only 1 in 20 Australians have or are aware of having a direct exposure to ‘green’ funds despite 77.8% of both investors and non-investors believing their own behaviour can make a difference to environmental issues.
Interim findings from a CoreData Green Investment Research study, which is live in …
There are still opportunities for platforms to increase their market share in the Australian financial planning industry, despite the near saturation of adviser use and prevalence of dealer group tie-ups and preferential white labelling.
New CoreData research of more than 1,400 platform users, reveals that while 50.3% of …
CoreData has recently been researching the investment, savings and discretionary spending habits of Australia’s rich – and it seems most, if not all, have something they can’t resist spending money on.
Some of things are surprisingly dull, ranging from a new Holden Calais every year, to an annual …
Are the days of the star fund manager numbered? Investing via indices or derivatives can be far cheaper and research shows that very few active managers can consistently add value.
In the UK, a large part of the funds management industry is built on a belief in highly …
Texting may seem impersonal to many, but it’s a lot more personal than a conversation with millions of people at once through a television screen or newspaper – perhaps the financial services industry can take a lead from US presidential candidate Barack Obama.
As a backdrop, almost a decade …
Shell-shocked clients and greater uncertainty after a period of solid investment returns is really testing the mettle of many adviser businesses.
It’s no surprise then that when it comes to investment platforms, financial advisers cite client value and simplicity of use as the two strongest reasons as to …
