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Spotlight

A snapshot of CoreData’s latest research on topical industry issues and trends.

UK Financial Advice Study 2023

Insights into the biggest challenges facing UK advice firms.
Adviceadvice firmAdvisersEmerging Technologiesfinancial advisers

Equities Sentiment Report Q2 2023

US institutional investors’ views on the path ahead
Asset managementequitiesInstitutional Investorsentiment

The Battle for Australia’s Mining Talent

The candidate experience of the recruitment process
Consumers/retailIndustryInsightsMining

Fixed Income Investing in the USA

How US institutional investors plan to handle higher interest rates
Funds ManagementInvestingSuperannuation and Pensions

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CD Views

Bringing you the latest thinking on issues impacting your industry.

UK adviser platforms hit by economic headwinds

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Pensions, ESG and Geopolitics

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Portfolio Design Models

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What is customer experience, and why should you care?

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Client Insights

Showcasing the public research we’ve done on behalf of our clients globally.

Transforming Financial 'Advice' Report

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2022 Natixis Global Retirement Index

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Capital Group ESG Global Study 2022

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Crestone: 2021 State of Wealth Report

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Experience

CoreData is a global specialist market research consultancy and unique collaboration of experienced research, marketing, industry and media professionals.

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