Browsing all articles from September, 2006


If you work in finance, financial services or deal with people who are in the process of saving or investing – then in the past six months your world has changed fundamentally and probably permanently.

It’s not just the size of the recent capital losses which are the …

If life really is a box of chocolates, as Forrest Gump’s mother claims, it seems strange that so many investors become irate when markets turn against them.

Of course investing is more complex than selecting a peanut brittle or mint truffle but the notion of one’s investments going …

Voters are hard to appease at the best of times it seems, but no time is more difficult than Budget time when the decisions made boost or hit them directly in the hip pocket.

Both Federal Treasurer Wayne Swan and Opposition Leader Brendan Nelson, did not endear the …

A televised weekend telethon out of China to raise money for survivors of last week’s major earthquake in the South West of the country has seen one particular insurance company being particularly benevolent.

China Life has put its hand up to bear all essential living expenses of orphans up …

In The Good Weekend, Australia’s most read weekend newspaper supplement, on Saturday there were a handful of interesting financial services advertisements of note.

The ads were from industry thoroughbreds Commonwealth Bank, Westpac and the latter’s investment arm BT Financial Group – full page ads for both the …

In the UK, as in other markets globally, there are worrying signs for ordinary investors the sleeping dragon of inflation is awakening.

Overall, the rise in inflation is part of a bleaker outlook, with a sharp slowdown in growth expected and inflation not expected to return to the …

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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.