When it comes to keeping their planners happy, most dealer groups rightly focus on fees and support.
Value for money – for both the adviser and the client – remains a key driver of decision making for the majority of advisers, however as the industry undergoes an evolution …
If you’re a superannuation fund and you’re blindly targeting the 55 plus age group with talk of retirement, you might want to think again.
Why? Because while it might sound obvious, they’re not all looking for the same type of relationship.
In fact recent research by CoreData shows …
Investment markets, much like any other living, breathing organism are prone to mood swings.
These mood swings can be both mild and devastating; with the change often occurring faster than you can coin the phrase Global Financial Crisis.
At times the market is deliriously positive – an unrealistic …
For many working in financial services, we often forget just how daunting the notion of financial planning is for the majority of people.
In the UK basic matters like budgeting and orchestrated saving (i.e. with an end goal in mind) are absent from most households, while conceptually, consumers …
UK financial advisers are showing continued signs of stress with an approximate 3,500 claiming they will leave the industry within three to five years.
This is up on the estimated 3,000 who stated their intent to leave over the same time frame in 2010, according to CoreData Research …
The power of social media is undeniable and the impact can be devastating.
A teenager from NSW this week was forced to call the police after her Facebook birthday party invitation, which she inadvertently made public, reached some 175,000 people.
Numerous stories have emerged of people being sacked …
