Investors who have a relationship with a planner aligned to a financial institution are twice as likely to be feeling financial pain due to interest rate rises according to the latest CoreData Investor Sentiment Index.

The first quarterly report of 2008 reveals that while 14.4% of all respondents …

For many in the UK, the topic of pensions sits a paltry last to other more ‘grabbing’ matters – sport, entertainment, holidaying and fashion etc.

Unfortunately though in Britain, an increasingly pressing issue is finding the right investment structure for defined contribution (DC) pension plans, as DC assets …

Housing affordability, already a major issue for younger Australians, is likely to get a whole lot worse in the short term in an environment of rising interest rates.

A snap poll by CoreData of more than 3,000 people reveals nationwide more than a third of people (36.9%) believe …

More than two fifths (43.1%) of Australian financial planners anticipated the recent share market falls, while one in five planners (21.5%) didn’t see the end of the bull-run approaching according to clients surveyed by CoreData.

Research of 1,050 investors, of which 22.7% pointed to having a financial planner, …

The French crisis-hit bank, Société Générale is displaying signs of desperation as it pulls out all stops to deter the circling takeover wolves from attacking.

In a strange move on Friday the bank ran full page ads in major international newspapers, including The Financial Times and The South …

The UK government’s nationalisation of Northern Rock has brought forth a predictable ‘back to the seventies’ chorus of disapproval from opposition politicians and the press.

In British political debate, the 1970s has been demonised as an economic dark age; a time of power cuts, striking unions toppling the …

Financial advice Mystery shop

As the superannuation industry increases its focus on providing financial advice to members, this research sets out to explore the experience members get when they visit a financial adviser within their super fund.

Risk

The group provides syndicated research for the financial planning, platform, insurance, superannuation, banking and mortgage industries from an intermediary channel perspective.

Member engagement

The study will consider ways in which funds can create more of an active relationship with members by asking consumers about the way in which they would like to engage and communicate with funds and the key triggers for increasing engagement.

Investor sentiment

CoreData’sInvestor Sentiment Index is a key measure of investor sentiment for the financial services industry, providing banks, super funds, fund managers and other institutions with a gauge of consumer attitudes towards investing over consecutive quarterly periods.

Platform

The study is aimed at delivering platform providers key insight into the shifting demands of financial advisers and comprises an array of empirical data that identifies developing trends in the market.

Direct Investing Study

Against a backdrop of unprecedented global economic conditions and changing industry dynamics, consumers are faced with an increasing array of choice about how, where and with whom they invest.