Browsing all articles from September, 2006


The purists in the industry are talking more and more about the notion of value-based advice fees – the idea of charging clients as a proportion of the ‘value-add’ the advice you give can add.

The concept is essentially the same as fee-for-service, but specifically that a client …

The world of finance is changing and changing fast – at the moment it looks like a down right drag-race to be the consumer’s friend.

Launching last month in bright green livery was Mozo (mozo.com.au) – apparently short for Money Zone.

Headed by Rohan Gamble, who’s previous incarnation …

Also launching last month in a green dominated website was NAB’s attempt at consumer chumminess with the aptly named – UBank.

UBank is acting as an online deposit taker – selling term deposits to Australians chasing the security and returns offered by cash.

CoreData- brandmanagement conducted desktop research …

Japan is a real case example of how bad things can get when sentiment turns from positive to negative and stays negative, and why the world should be looking at it closely in these times of financial woes.

Many in the West have accepted recession now as a given, …

A quarter of local authority pension funds in Britain have been impacted by the collapse of the Icelandic banking, the demise of Lehman Brothers and the part-nationalisation of some major UK banks, a new CoreData Research UK study has found.

Meanwhile 80% of trustees (representing more than ₤50 billion …

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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.