Our bespoke research capabilities include client branded white papers, research to promote client market presence, competitor benchmarking and satisfaction research, strategy work and quantifying of business opportunities, product testing and development and lastly, market dynamics and shifting trends analysis.Find out more
CoreData has offices in Australia, United Kingdom, United States and the Philippines with associates working in Malta, Mexico, Singapore and South Africa. This enables us to conduct syndicated and bespoke research projects across multiple continents and sharing insights on the financial services industry.Find out more
Financial advisers and asset managers do more than just manage money. They need to manage individuals’ mind sets, goals, hopes and desires across an entire lifetime. But how do they effectively manage these outcomes? This report identifies differing complexities between age segments and forecasts life’s biggest milestones like mortgage eligibility and the longevity of retirement funds. The findings of this study can be used by asset managers to help engage clients along the life curve and emphasize the importance of maintaining one’s quality of life.
In 2016, new market fundamentals and regulatory realities mean it will likely be a situation of survival of the fittest in the platform ecosystem as talk of consolidation grows once again. This research is aimed at delivering administration providers key insights into the shifting demands of independent financial advisers (IFAs). Platforms were benchmarked against 40 service level metrics and also their sized-related peers. These metrics include investment range, fees, service and support, to offer insight regarding which platforms offer advisers the best end-to-end experience.
It’s been widely mooted for the past decade but the time is nigh for the start of a prolonged period of consolidation in the UK investment platforms market. With regulatory change putting further pressure on advisers’ day-to-day business operations, many in the industry believe the winners and losers in the platform space, at least in the short term, will be determined by niche offerings or services. Technological improvements may become the key to further consolidation as updated systems make platform integration faster and simpler.
Fintech firms — usually small, start-up companies using innovative software solutions to offer an array of financial services — are spreading like a virus and threaten to infect the entire financial system. The question now is whether traditional market sectors such as banking and financial advice will have the resistance to fight – or embrace – the fintech virus or otherwise succumb to the disruption it brings. This paper will look at the growth of the sector and how it has been supported by a progressive regulatory regime.