The median age of a financial services consumer in the UK is 44 years of age, seven years higher than the median age of the broader population.
New CoreData Research reveals, for example, those over the age of 60 only account for 20.9% of the total population, but …
Corporate superannuation advisers are currently stuck between a rock and a hard place.
They know (and CoreData has the proof) that the services they offer are highly valued by those who use them, and in fact are the sole avenue for accessing professional advice for many Australians.
Yet …
When an economy is emerging from a downturn, there is typically a moment when investor sentiment does an about-turn from negative to positive, giving a clear signal to the markets that things are looking up.
The latest signals, however, are rather muddied. High net worth investors (HNWI), who …
If you’re a licensee, there are a number of critical conversations you need to be having with your advisers in the next 12 months.
Arguably the most important of these is a discussion about what their ideal client looks like and how many of those currently on their …
Will the Government’s efforts to increase consumer confidence in financial planning have the desired outcome? At this point, it seems doubtful.
While the Future of Financial Advice reforms are not yet well understood by the man on the street, CoreData’s latest Investor Sentiment Index (ISI) for Q2 suggests …
The UK retail investment market is continuing to evolve at a rapid pace despite the expected decade-long deleveraging of households and the malaise afflicting the broader British economy.
Advisers and service providers may be under notable margin pressure and despite the ongoing time line of regulatory change and …
