Browsing all articles from September, 2006


Some financial services companies exude arrogance in the belief they have a great deal to offer Australia’s very rich convinced if only they could find them their business would be all the more profitable.

At the guts of this rationale is some simple arithmetic – fewer clients with …

It’s already a tight squeeze in the financial services market by way of number of players competing for each and every consumer dollar.

In the mortgage market in particular, the sheer diversity of business models can be a source of much confusion to the average, everyday prospective borrower.…

Chinese bank customers not wanting to wait for recent Government efforts to reduce the lengthy waiting times being endured across the nation’s retail bank outlets do have one alternative for beating the lunchtime queues.

The only downside is they may end up eating a lunch of spurious nutritional …

The common mistake in branding within financial services is that awareness is the same as affection, when this just isn’t the case.

Awareness is certainly a starting point, but it’s got nothing to do with the desire to use a service or indeed its relevance.

In the process …

This year’s Federal election in Australia is unlikely to hinge on issues relating to financial services, yet the outcome is being keenly monitored by the industry’s power brokers and lobbyists.

With this in mind readers may be interested to hear of some tit-for-tat campaigning in the prized federal …

Deciding when to buy and sell stocks has been identified as the biggest single issue direct investors face day to day, according to CoreData Research.

Therefore a new ad campaign claiming to be the “ultimate analgesic for painful confusion, tortured decisions, crippling uncertainty and nagging doubts” is likely …

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Financial Planning Shadow Shopping

A study of financial planner ability to service and engage with real buyers of investment, superannuation and insurance advice.

Greener Pastures

A study of the drivers and barriers for advisers establishing their own AFSL.

Financial Planner Affection

A study of consumer sentiment towards financial advisers and financial planning groups.

Women In Super

A study of the female mindset when it comes to superannuation.

Australian Cash Report Q2 2011

A detailed analysis of the Australian retail deposit industry conducted quarterly. Q2 2011 focused on 'At-call account selection drivers'.

Australian Mortgage Report Q2 2011

A detailed analysis of the Australian mortgage industry conducted quarterly. Q2 2011 focused on Lender Strategy / marketing impacts.