Most Recent Posts


Robo Image

News that Betterment in the US and Barclays in the UK are to launch “hybrid” offerings combining robo-advice with a human touch suggest the power of the robots could be waning as the robo-advice market shows signs of saturation.

Very few providers — whether fund managers, discount brokers or discretionaries — make the effort to reward loyal customers.
The Asset Puzzle

What assets are managers focusing on in 2017?


Power to the people

New aged care reforms being introduced on February 27th, 2017 will hand greater control to consumers and place increased obligation on aged care providers to better understand their customers.
Don’t ignore the common enemy

It has long been known that superannuation funds need to find ways to better engage their members, particularly younger members for whom retirement is not typically part of their everyday thinking.
The Danger Of Dumbing It Down

From an early age I have been fascinated in what makes people tick (maybe it’s no wonder having psychologists as parents). I remember one experience as a child when the penny kind of dropped.


Outsourcing Image

The recent news that Harvard University’s endowment fund is to outsource more of its investment to external asset managers underscores the growing demand for expertise in the low return world.

Markets today are reacting to hastily constructed late-night tweets from the White House. There is even a new app that alerts users when Trump tweets about a stock they own.
The Asset Puzzle

What assets are managers focusing on in 2017?

Recent Research Projects


The latest report by CoreData Research into the Isa market examines the buying behaviour of UK retail investors.

Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably.

The introduction of the Retail Distribution Review in December 2012 could be considered a considerable head start for advisers preparing to face Mifid II.

CoreData Research collected the views of financial advisers to get their outlook on the investment landscape in 2017; the impact of Brexit and how this will impact their investment portfolios.