Browsing all articles from November, 2006


If you’re a licensee, there are a number of critical conversations you need to be having with your advisers in the next 12 months.

Arguably the most important of these is a discussion about what their ideal client looks like and how many of those currently on their …

Prime Minister Julia Gillard is in a bit of trouble when it comes to honesty and climate change, according to a small but robust sample of the Australian population.

The research shows Gillard is not really believable when it comes to climate change – in fact Opposition leader …

Will the Government’s efforts to increase consumer confidence in financial planning have the desired outcome? At this point, it seems doubtful.

While the Future of Financial Advice reforms are not yet well understood by the man on the street, CoreData’s latest Investor Sentiment Index (ISI) for Q2 suggests …

The UK retail investment market is continuing to evolve at a rapid pace despite the expected decade-long deleveraging of households and the malaise afflicting the broader British economy.

Advisers and service providers may be under notable margin pressure and despite the ongoing time line of regulatory change and …

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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.