One of the great challenges of the financial planning industry is trying to work out what an advice business is worth.
For the past few years planners have been able to extract relatively extraordinary sums of money from product manufacturers who have been hungry for distribution – but …
Australian banks have been talking the talk of late to the small and medium business community, but it appears they’re not walking the walk according to new research.
Despite the big four outlining business banking as a critical growth channel in the current climate, levels of advocacy among …
Ever wondered what $1 trillion looks like? No? Well, one bright young thing who is clearly feeling secure enough in their job to whittle away an afternoon has.
All this talk about “stimulus packages” and “bailouts”… one billion dollars, one hundred billion dollars, eight hundred billion dollars… one …
One effect of the global financial crisis is that superannuation ads are no longer promises of a retirement using soft-focus images of healthy silver-haired couples meandering along Victoria’s Great Ocean Road in a red convertible.
The new messages in retirement advertising are: working harder, long-term and low fees. In …
Australian expectations on the performance of investment markets are continuing to deteriorate, quarter on quarter, but a positive can be drawn that negative sentiment is at least beginning to fall at a slower rate.
The first quarter of 2009 recorded a -22.3 score on a scale ranging from …
The Australian Securities and Investments Commission’s (ASIC) has grabbed headlines recently due to its intended shadow shop of the advice industry in 2010.
However the latest annual CoreData Shadow Shop of the financial planning industry reveals ‘value for money’ to be the leading correlated measure as to why …


