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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CoreData Research USA offers a large variety of reports:

The Global Retirement Index

August 2017

The Global Retirement Index (GRI) is a multi-dimensional index developed by Natixis Global Asset Management and CoreData Research to examine the factors that drive retirement security and to provide a comparison tool for best practices in retirement policy.

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The Future of Investing

April 2017

This report analyzes US investor attitudes towards mobile investing, automated advice and the future of technological integration. CoreData surveyed 334 US investors about the future of investing in late March 2017. Survey respondents had to have at least $5,000 in net investable assets, be between the ages of 21 to 65 and own a smart device.

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US Investment Outlook 2017

December 2016

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. The data primarily used in this report comes from an October 2016 CoreData survey of 552 financial advisors.

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The Fiduciary Rule

November 2016

In April of 2016, new regulation concerning permissible compensation for retirement accounts, known as the fiduciary rule, was laid out, with full adoption set for 2018. The ruling requires advisors to put the interests of their clients above their own, adhering to a fiduciary standard of advice. This report looks at the impact of the rule on advisors and how it will shape the future of advising.

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Baby Boomers & Divorce

September 2016

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. The data referenced throughout this paper is a combination of CoreData Research calculations based on data files from various sources as well as content from other reports and surveys.

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Retirement Planning in the Gig Economy

August 2016

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.

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Defusing the Demographic Time Bomb

May 2016

Whatever policies are pursued, it is imperative that governments take action now before ageing populations help give rise to economic and social crises. The demographic time bomb is ticking faster than ever as advances in medical science mean people are continuously living longer.

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Meeting the Income Challenge

May 2016

This paper examines what options are available for income investors in the prevailing low interest rate environment and how investors can guard against — and benefit from — rising interest rates.

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Healthy Banking Index

May 2016

CoreData’s banking index takes the results of the 2015 CCAR one step further by incorporating the capital ratios into an index measuring capital health in comparison with the financial performance of the bank or, where applicable, the parent company.

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The Rise of Passives

July 2015

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.

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