Browsing all articles in Advice & Wealth Management


Ask two investors the same question to define the essence of risk, in the context of saving and investing, and you will almost certainly be given two different answers.

Not quite as different as a finger print or DNA, but there is certainly a very broad spectrum of …

If this burningpants correspondent is not mistaken, the general rule of thumb for investors is that investments should be made on a five to seven year investment time horizon.

The ebb and flow of investment markets are such that in order to realistically track the performance of an …

Count Financial’s move to resposition the business is the first signal of a new dawn for Australian licensees.

Count announced last week it would become the IDPS operator and RSE in respect of its strategic platform offerings in response to the Future of Financial Advice reforms (FoFA), which …

Emotion is often an irrational, hard to gauge and frankly invisible force that financial advisers have to manage and deal with on a daily basis.

One of the grim and unstated realities of providing financial advice is an adviser – to earn their keep – must understand how …

The ultra weak US dollar appears to have a stronger correlation with the stratospheric rise in the gold price, rather than the broadly accepted notion of the latter being an anti-inflationary investment.

Inflation, while up in most countries compared to benign levels over the past decade, does not …

For almost three years Australian’s have been in love with saving cash and saving into cash-like investment products, with anecdotal reports estimating the build up of business and retail cash savings now somewhere north of $1 trillion and growing.

Over this period burningpants has also been reporting that …

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.