Browsing all articles from September, 2006


By the time you read this blog it is probable the total amount of cash saved by Australian individuals, businesses and superannuation funds will have exceeded $1 trillion, an amount of money so colossal that if you stacked it up in $1 coins it would reach 400 kilometres …

The core focus of most licensees at the moment is growth; growing planner numbers, and growing clients.

Some are pursuing a growth by acquisition strategy, whereby practices are reportedly being offered inordinate amounts of money to move across to a new licensee.

Regardless of the package and the …

UK housing affordability is back on the political smorgasbord menu after a soup of data was released this week.

Bizarrely, the barrage of information from multiple sources was somewhat conflicting and as a result consumers were left confounded as to whether things were getting better or worse.

Two …

In the investment literature a few notable examples stand out as classics that have continuously been republished under new editions.

Classics such as Benjamin Graham’s Security Analysis, or Burton Malkiel’s A Random Walk Down Wall Street. Graham’s book establishes many of the principles of fundamental analysis …

Julia Gillard is not winning any popularity contests lately. This week #defame the prime minister ‘trended’ on Twitter for an extended period, and now, new research reveals that while the PM believes about half of all Australian householders will be financially better off after the carbon tax, the …

A minority of UK financial planners are on board with the social media revolution sweeping the globe.

In typical early adopter proportions reflective of other markets, close to one in 10 British advisers believe very strongly in the merits of embracing a social media strategy in their businesses.…

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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.