Browsing all articles in Advice & Wealth Management


The practice of holding wealth or savings as cash, from an economic point of view, is full of paradoxes and puzzles.

The paradox of thrift is one, where it is postulated the more that is held in savings, the worse it is for the economy, as it means …

bullseye.jpgThe introduction of a new benchmarking tool to compare consumer experiences in seeking financial advice from the nation’s top dealer groups is due to be released next month.

CoreData is close to completing 600 mystery shop events of the nation’s planning industry using real shoppers who are either …

sharp_small.jpgSpeaking frankly – almost all fund managers, platform providers and financial product producers dislike the service element of the businesses they run.

They dislike it because it’s expensive, it’s hard to measure and they know unless they do it well then the flow of funds into their products …

bomb.jpgThe explosion of securitised products in financial services since the beginning of the millennium is now truly starting to hurt those groups that embraced the sector most aggressively.

Yesterday, Citigroup revealed what can happen if you’re the one left holding the parcel when the music stops and it turns …

The global phenomenon of Wikipedia has spread to funds management with a California-based investment group harnessing the talents of traders and investors to boost its fund performance.

Marketocracy, as the group is known, has removed the notion of ‘key-man risk’ often associated with funds management groups – whereby …

Colonial First State’s exclusive tie up last week with former US Vice President Al Gore and his Generation Investment Management group comes at a good time for the CBA-owned asset manager.

The weight of public support towards more sustainable ways of living to reduce the impact of humans …

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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.