Browsing all articles in Advice & Wealth Management


Investor reaction to the recent US sub-prime lending induced share market dip reflects other recent adjustments in the Australian equities market over the past few years according to new CoreData research.

There have been at least three corrections in the Australian All Ordinaries over the past three years …

The Financial Services Authority (FSA) in the UK is aiming to regulate planner commissions out of existence – but in reality this is going to prove very difficult.

This was one of the views expressed at a roundtable discussion at the Retail Distribution Review (RDR) organised by self-invested …

Australian financial planners are significantly less bullish about attracting new clients, with new data revealing a drop in sentiment in both business outlook and new client generation.

Advisers have not moved into negative territory but their outlook has retreated to more ‘neutral’ground after a period of strong positive …

Anz.gifA cursory examination of the many social networking websites around the world reveals financial planners everywhere are taking up the challenge of making the most of the internet.

Type in ‘financial planning’, or ‘insurance sales’ into any social networking search engine and you will find ads, video newsletters …

RaboPlus, the online banking service of Rabobank Australia, has rolled out two quirky ads to promote its wares in a the very competitive high interest savings market.

One of the ads asks consumers how secure their savings are currently – asking if they know whether or not their money is actually invested in pyramid schemes, …

Australian women find dealing with superannuation more complicated than men, while more men find superannuation tax effective.

Both sexes believe superannuation is important (seven out of ten men and women) according to a concept mapping exercise conducted on more than 800 Australian consumers by CoreData.

Interestingly 44.2% of …

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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.