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CoreData’s Digital Intimacy Report finds people are more likely to take action when allowed to experience the brand on their terms and not have messages pushed onto them. A quarter’s response to online marketing depends on how much they trust the brand in question.

Stocks and shares Isa ownership among women is low. If levels of stocks and shares (S&S) Isas are brought in line with those of males, the industry could see an estimated pot of £8.83bn flowing into these products.

24.5% of people were primarily motivated to start thinking about estate planning by starting a family, 23.1% claimed they had simply reached a certain age, and 14.3% were encouraged to think about estate planning by financial advisers.

28.8% of women and 14.3% of men claim their most trusted adviser on estate planning issues is a family friend.

25.0% of 45-54 year olds and 33.3% of 65-74 year olds say they openly discuss wealth in their families, as well as 61.5% of the 35-44 age group.

Investors believe UK and European shares will dominate the first half of 2014, with sentiment shifting heavily in their favour at the expense of both emerging and frontier markets.


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Latest Research

CoreData Research  offers a large variety of reports:

Adviser Fees and Business Models 2015

July 2015

This is CoreData’s fifth annual report of Adviser Fees and Business Models and gives clear insight into how advisers have managed to survive, and ultimately succeed, following the biggest regulatory change in their industry in recent history. read more

Social Media & Client Interaction

June 2015

This report seeks to identify the ways in which advisers are using social media and what aspect of this medium of communication they find most beneficial to the growth of their business. read more

UK Adviser Business Efficiency 2015

May 2015

This year’s report aims to further examine this unintended consequence of RDR which is forcing financial advisers to spend more of their time fretting over paperwork rather than engaging in revenue-generating tasks. read more

Grassroots Report 2015

April 2015

This study seeks to map out current adviser usage across the UK – outlining how different demographics interact with their advisers. This report includes a detailed segmentation of investors, identifying common traits among investors in the UK. read more

Fund Manager Charges

March 2015

The investment management industry needs to do more work around clarity of fees among all investor segments, but particularly among Mass Market and Emerging High Net Worth (HNW) individuals as over four in 10 individuals in each group say charges are not clear. read more

i-Sight 1st Half 2015

February 2015

The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. This was conducted across investment classifications by region, sector and asset class. read more

Isa Season 2015

January 2015

This report examines the buying behaviour and intentions of UK retail investors for their 2014/2015 Isa allowance. This will provide insight into what investors will do in the face of these changes as well as provide the traditional analysis around segmented groups of investors and probability around historical Isa ownership and intentions to invest this season. read more

UK HNW Report 2015

January 2015

There are currently just over 501,866 high net worth households within the UK. Data from 750 individuals was used to construct an investment attitude index for five fundamental areas (risk, alternatives, planning ahead, portfolio resilience and financial advice) to provide asset managers thorough insight into the current investment and saving strategies UK HNWs. read more

Sales in Asset Management

January 2015

The approach to this study was qualitative in nature. This methodology was adopted to provide insight and to assist with identifying themes spanning across sales teams in asset management firms active in the UK. The research took the form of semi-structured interviews with heads of retail or intermediary sales in asset management firms. read more

Global Equity Income – Advisers

December 2014

Opportunities for UK based managers to open funds overseas is ripe when it comes to global equity income funds. Asset managers in the UK have begun to recognise the plaudits of searching for global equity income, with many launching products to sit alongside their UK offering. This research uncovers current and future adviser demand for global equity income products. read more

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