Browsing all articles in Advice & Wealth Management


The Australian financial services industry is waging an increasingly fierce war on it itself, however it is a war, like so many in the world, that is lost on the average consumer.

The primary issue for most consumers when making a purchase is ‘what do I get for …

The retail and institutional investment markets in the UK have something in common; in both intermediaries play a key role in the distribution of pensions and investments.

In the retail market, independent financial advisers (IFAs) are the dominant route for financial services companies to distribute products such as …

Cashed up Chinese banks are taking full advantage of their new found bounty of post-listed funds by embarking on a global shopping spree of depressed financial assets.

Yet locally things are more sinister it seems with head of UK spy agency MI5, Jonathan Evans, issuing a confidential warning …

The US and its beloved Greenback are facing a bleak 2008 and beyond with the writing on the wall for what has long been the global currency of preference.

A meeting in the small Arab emirate of Qatar of the Gulf Co-operation Council this week is likely to …

The event of the Australian financial advice industry begins in earnest this week with the national conference for financial planners kicking off in Sydney tomorrow.

This year the Financial Planning Association of Australia’s National Conference has a heavy emphasis on education and raising standards, yet when the event …

Last week burningpants reported on how some managed funds in China have managed to return close to twice the amount investors held in their accounts back in January.

However this exceptional performance has now been outstripped by a US hedge fund, which claims to have delivered investors a …

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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.