Browsing all articles in Advice & Wealth Management


The bullishness US advisers were exhibiting in the second quarter of 2011 has all but evaporated with a contraction in their appetite for a broad base of asset types between July and end of September.

The latest CoreData Research Fahrenheit report, a quarterly research tool for pooling the …

Advisers are calling on platform providers to pass on cost savings to clients as they face the dual reality of a sharper focus on utility and an environment where the cost of doing business continues to rise.

CoreData’s 2011 Platforms Research found that lowering the cost to investors …

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 …

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 …

It’s been a year since one of the most interesting nights in Australian politics and Julia Gillard channelled her inner Adolf Hitler and orchestrated the political assassination of Kevin Rudd.

Unlike the Nazis in 1934, she spared her competitor for leadership the bullets in the back of the …

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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.