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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 USA offers a large variety of reports:

Millennial Finances

September 2017

Millennials in the U.S. are struggling to achieve their financial goals. Seven in ten (69%) say saving for retirement is one of their top financial goals while paying off student loans (44%) and providing for family and children (44%) are also near the top of the ranking. However, they are often heavily indebted and concerned […]

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The Future of Investing

April 2017

Investing in a digital world Investors in the US are highly engaged with mobile apps and the market is poised for further growth in the next five years. Investing apps see strong penetration among retail investors Half (48%) of investors report using mobile/tablet apps to invest or monitor their investments. The most important functionalities of […]

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US Investment Outlook 2017

December 2016

[ View the full report ] Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably. This suggests advisors see investment opportunities, especially in higher risk assets, despite the turbulent environment. Three out of five (59%) US advisors believe markets will not stabilize in 2017 following the global volatility seen over the past […]

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The Fiduciary Rule

November 2016

[ View the full report ] On April 6, 2016, the Department of Labor introduced a long-awaited ruling which requires advisors to put the interests of their clients above their own, adhering to a fiduciary standard of advice. The Best Interest Contract Exemption (BICE) allows advisors to receive commission and other sales fees while still complying with […]

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Baby Boomers & Divorce

September 2016

[ View the full report ] Many individuals do not consider divorce a significant threat to retirement savings — a surprising finding given that divorced individuals have less saved in retirement than married individuals and are more likely to be bankrupt. This suggests individuals do not give enough consideration to the impact divorce can have on retirement […]

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Retirement Planning in the Gig Economy

August 2016

[ View the full report ] The rise of the gig economy, whereby employees freelance in temporary positions, is gathering momentum. Variously described as contingent workers, independent contractors, free-agents, temp labor and alternative/nontraditional workers, these employees are changing the landscape of the US labor market. The number of Americans participating in the gig economy expanded by 9.4 […]

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Defusing the Demographic Time Bomb

May 2016

[ View the full report ] Ageing populations pose one of the most serious and enduring challenges for OECD countries. The European Commission has already issued a warning about the dangers arising from ageing populations over the next decade, which include diminished GDP growth and the creation of budget deficits. Global population estimates from the UN spell […]

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Meeting the Income Challenge

May 2016

[ View the full report ] The knock-on effects of low interest rates are wide-ranging. Near-zero returns on bond portfolios impact the income of savers and retirees as well as the withdrawal needs of pension funds and Governments. And low interest rates could result in retirees being forced to save more for longer. Meanwhile, some investors in […]

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Healthy Banking Index

May 2016

[ View the full report ] US banks have staged something of a recovery recently as the robust capital requirements put in place in the wake of the financial crisis, coupled with an upturn in the country’s economy, have served to strengthen the sector. While the country’s banking industry has been hit by several headwinds since the […]

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The Rise of Passives

July 2015

[ View the full report ] Rather than casting a definite judgement on which approach is best – active or passive, CoreData’s Passives Report tracks, identifies and explains the growth of the passive investment market in the UK and US, building on last year’s report. Asset managers have faced many challenges since the 2008 financial crisis; some […]

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