Browsing all articles from September, 2006


Advisers may wish for the gun-toting negotiating skills of Clint Eastwood’s two most famous onscreen personalities – Dirty Harry and The Man with No Name – when they find themselves kept on hold by investment administrators.

When it comes to research, CoreData adopts a more methodical approach compared …

The latest wobbles in investment markets mean for the first time in a long time marketeers in financial services are having to look beyond the baby boomers to younger generations of savers to shore up future growth.

The first port of call for more cash has been Generation …

Almost all investment returns can be attributed to strategic asset allocation as opposed to market timing or securities selection.

In fact, according to an oft-quoted investment report in the UK, 91% of investment returns can be attributed to strategic asset allocation, compared to 1.8% for market timing and …

Loyalty rather than disloyalty is a preferred behaviour in life, from both an individual’s attitude towards another person or entity and also how that same individual or entity is treated by others.

Loyalty is arguably most desired when it is reciprocal and the parties concerned hold a mutual …

CoreData is picking up some concerning signals from the market right now, essentially that a myriad of confusing messages means no-one really knows what is going on – and in the absence of clear direction from the markets, individuals look to the Prime Minister, The Treasurer and even …

Australian pensioners are highly fearful of the depreciating buying power of their savings as creeping inflation starts to make headlines locally and around the world.

53.8% of those aged between 61-70 and 66.7% of those over 71 are worried about inflation, according to new research.

Inflation as an …

Pages:12»

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.