The role of the financial adviser is more challenging than ever before.
No longer is it possible – and nor should it ever have been – to build a value proposition based purely on the premise of achieving higher investment returns for clients.
While the majority of advisers …
If the explosion of social media is anything to go by, the way in which banks, superannuation funds and building societies interact with their customers is going to fundamentally change in the future.
Here at CoreData we are fascinated by how people buy and sell financial services. At …
The dilemma facing the UK’s Financial Services Authority (FSA) is that in an ideal world it would simply outlaw any payments and pricing models that have the potential to distort the advice solutions financial planners offer clients.
However the reality of this black and white positioning is that …
It may be well established in Australia, but infrastructure as an asset class for investors is still relatively new in the UK and Europe.
But a number of infrastructure managers, including the likes of Macquarie and First State, are attempting to prise open the UK pension fund market.…
