Australians who have never used a financial adviser are three times more likely to be financially insecure, according to new research.
More than a quarter (27.5%) of people who have never used a financial planner point to not being financially secure, compared to only 12.6% of people with …
Mass affluent Australians – the 3.2 million-odd among us who earn more than $100,000 a year – don’t care too much for retail banks.
Actually, that’s not quite true. Despite being convinced that financial institutions don’t particularly care about them, they are not sure exactly what to think about banks. …
Gimmicks, fads and something for nothing marketing campaigns will always attract a certain element of attention from the wider public, but often loyalty is not part of the mix.
Online savings focused ING Direct is one of the market leaders in building brand awareness, yet struggles at growing …
UK financial planners are looking for simplicity of use and better value for clients when deciding on which investment administration platform or wrap to use.
An extensive study of British advisers has revealed some factors, which some may deem important decision drivers, are actually quite insignificant in terms of directing …
Unsuccessful investors have an uncanny knack of buying high and selling low and cursing themselves for making wrong decisions when hindsight points to the bleeding obvious.
When it comes to lending, perhaps Australians need to follow the wise words of animation character, Bob the Builder, or more specifically his …
Non-bank financial advisers work more effectively than bank-aligned planners, new research suggests.
On average bank planners have a third less clients than non-bank financial advisers, yet only meet personally with 54.5 per cent of clients compared to 71.8% for non-bank planners.
Hours worked seem to have no bearing …
