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The investment platform sector is in a state of transition with providers facing a number of challenges including digital disruption, new entrants, pressures on fees and charges and regulation.

With the demographic time bomb ticking away, retirement security has become one of the most pressing social issues facing the world over the next 30 years.
Tech image

With robo-advice mutating into new models, ETF providers readying an assault on traditional index providers and a new kind of actively-engaged mobile investor rising to prominence amid the ascendancy of D2C platforms and passive investing, the tech takeover is nearing totality.

Recent Research Projects


Last year was one of political gloom. As we move toward the middle of 2017, this report analyses how the attitudes of HNW investors in the UK have been affected by the tumult.

The latest report by CoreData Research provides an in-depth analysis of UK consumer behaviour and attitudes toward saving for retirement.

Saving more money can lead to increased confidence in the economy and one’s household finances.

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