Annuities rank below all other incomes for retirement
Pension freedoms continue to have a dramatic effect on annuity take-up, with only one in five (22 per...
Less than a quarter of savers plan to buy an annuity
Less than a quarter of savers plan to buy an annuity to fund their retirement, a survey suggests,...
Study reveals yawning pensions engagement gap
UK consumers display very low levels of engagement and knowledge when it comes to pensions and retirement, with...
Licensee Summit to reveal winners, losers and how to be either one
The leaders of Australia’s key financial planning licensees will get an exclusive insight into CoreData’s analysis of which...
Aging population demands different advice
Financial advisers must adopt a more holistic approach to cater to the changing needs of elderly clients, a...
‘Negative’ MiFID II to boost restricted channel – advisers say
The majority of advisers believe the Markets in Financial Instruments Directive II (MiFID II) regulation will lead to...
Mifid II will see restricted advice rise: advisers
Nearly half of advisers in the UK expect Mifid II to have a negative impact on the financial...
Almost half of financial advisers think Mifid II will hurt the industry, but a similar proportion aren’t sure what it will mean for them
Almost half of financial advisers are worried a tougher set of rules for the sector, which are due...
Some advice to advisers: blow your own trumpet
Relationships between advisers and clients are built on a solid foundation of trust, and it’s a so-called "trust...
Australians tap super funds for extra insurance
Around 800,000 Australians say they intend to buy or increase their life insurance over the next two years...
All eyes on the client, the most important person of all
The issue of the “client experience” has been front-of-mind recently, for two reasons. The first is the cover...
Fiduciary Rule To Leave Us Mass-market Investors Stranded, Study Shows
Research reveals seven in 10 US advisors will disengage from mass-market investors as a result of the DOL...
Mind the (advice) gap
We recently conducted research to assess West Australians’ perceptions of the financial advice brands on offer, and the...