The great intergenerational wealth transfer presents financial advisers with an unprecedented opportunity. But what actions are they taking to build relationships with the heirs of existing clients? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/the-great…

Even before Covid-19, investors were looking to increase allocations to alternatives in expectation of choppy markets. This is one of the key insights to emerge from a survey conducted by CoreData Research for Natixis at the tail end of last year. citywireselector.com/news/selectors…

Almost all institutional investors think they play a vital role addressing the world’s most important challenges including climate change. These are the findings of a new Natixis study based on a CoreData survey. Pensions & Investments reports. pionline.com/esg/institutio…

CoreData’s latest report shows although just 7% of retirement savers would use all their pension savings to purchase an annuity only, nearly half would consider an annuity when combined with other options. pensionsage.com/pa/Savers-favo…

The COVID catalyst. Great illustration here. And it has real relevance for financial advice firms. Has Covid-19 transformed your digital offering? #DigitalTransformation #Covid_19

CoreData principal Andrew Inwood speaks to the New Zealand Herald about rising levels of job insecurity among Kiwis in the wake of Covid-19. nzherald.co.nz/business/news/…

ESG to become the norm. Seven in 10 investors say ESG will be a standard industry practice by 2025, according to a Natixis Investment Managers survey conducted by CoreData. institutionalassetmanager.co.uk/2020/05/19/285…

US financial advisers are more optimistic than their global counterparts about stock market returns this year – that’s according to the latest Natixis Investment Managers survey conducted by CoreData Research. thinkadvisor.com/2020/06/16/adv…

Regular communication is key to successful client relationships, say US advisers surveyed by CoreData for a Natixis Investment Managers study. cnbc.com/2020/06/30/adv…

Our recent report about the post-pandemic UK advice landscape is garnering lots of media attention. One in five advisers think the crisis will see more advisers exit the industry than under RDR and four in 10 expect it to widen the advice gap. professionaladviser.com/news/4017812/a…

Our recent research paper shows global institutional investors have doubled down on ESG in the wake of the Covid-19 pandemic. pionline.com/esg/esg-invest…

Barron’s reports on our research findings showing a rising tide of ESG investing amid the Covid-19 pandemic. barrons.com/articles/esg-a…

Our SIPP report shines interesting light on what advisers think about non-standard assets. wealthadviser.co/2020/07/29/288…

The SIPP debate rages on. FTAdviser looks at the findings of our recent report which reveals divided views over the role of non-standard assets. ftadviser.com/pensions/2020/…

A Rathbones study carried out by CoreData shines light on the value that ESG brings to adviser businesses. Advisers adopting ESG investments report increased business growth, stronger client relationships and longer client relationships. professionaladviser.com/news/4018972/s…

Our research shows demand for alternative investments has increased in the wake of Covid-19 as global institutional investors look to diversify portfolios. pionline.com/alternatives/m…

J.P. Morgan Asset Management’s Global ETF Study conducted by CoreData shows investors are increasingly looking beyond passive ETFs to gain exposure to active and ESG strategies. tinyurl.com/yxbyyvbh

The Schroders Institutional Investor Study 2020, conducted by CoreData, shows investors are seeking shelter in private assets amid mounting concerns over the impact of a global economic slowdown. londonlovesbusiness.com/global-economi…

This year’s Global Retirement Index (GRI), developed by Natixis Investment Managers and CoreData Research, shows a toxic mix of factors is threatening the wellbeing of retirees around the world. bloomberg.com/news/articles/…

A CoreData study reveals that three-quarters of professional fund buyers think their firm is a cyberattack target as nearly half admit they lack knowledge around cybersecurity. valuewalk.com/2020/09/fund-b…