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Our Services

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.

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Our Reach

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.

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Recent Research Projects

Adviser Business Strategy 2016
April 2016

Financial advisers in the UK have been through the mill, with regulation forcing them to re-think their business model. They’ve had to consider the value-add they bring to the table and highlight the importance of the service they provide their clients. Winning new business in an environment where trust of financial institutions tends to be thin on the ground is a further battle. This report will seek to identify the strategy advisers are setting forth both from a commercial point of view as well as that of investment strategy.

Active Management
April 2016

The latest report by CoreData Research examines the attitudes of UK advisers toward active and passive investment in light of the market turmoil which erupted at the start of 2016. While the low-cost appeal of passive investments found favour with advisers and investors alike in the post-RDR world, our study, which surveyed 429 advisers, finds that advisers now strongly favour active over passive for a variety of investment objectives and strategies.

Pension Report 2016
March 2016

From auto-enrolment to pension freedoms, the pensions industry has undergone huge upheaval in the past few years. The latest report by CoreData Research into the pension sector examines the attitudes of UK advisers toward pension reforms ahead of the March Budget and also looks at broader trends and issues in the retirement market. The study reveals a large proportion of advisers are against an overhaul of pension tax relief and also highlights widespread concern about the UK’s ageing population.

The Return of Commission
February 2016

The FCA has certainly ruffled a few feathers early in 2016 by refusing to rule out a return of sales commission to advisers in some guise. Commission is often seen as one of the filthiest words and many feel it led to misselling in the financial advice market in the past, but could a well-regulated return save many adviser businesses who are struggling in a purely fee-based environment? This report looks at the appetite from advisers for the return of commission as well as the segments of the market which are likely to benefit from the change.