Browsing all articles from November, 2006


Have you ever left a job for the promise of greener pastures, only to find that it failed to live up to your expectations?

Perhaps the responsibility was too stressful, the money insufficient to compensate for the workload, or the job description just didn’t accurately reflect what it …

UK financial advisers are becoming increasingly pragmatic this year in their attitudes towards investment platforms.

Practical considerations, such as simplicity of use, range of investment products and pricing, have grown in resonance as primary drivers behind adviser choice to use one platform versus another.

Of limited …

The dismal science might be getting a battering during these volatile times, but as a former academic this burningpants correspondent can’t help viewing new developments in the financial world through the prism of basic economic principles, particularly the simple concept of substitute goods.

Don’t worry, this won’t be …

A few months ago, your humble burningpants correspondent was working with a large insurance company in their annual planning session, setting up the go-to-market strategies for the year ahead.

We were deep in the Hunter Valley at a town that had all the signs it had once been …

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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.