Browsing all articles in Banking & Finance


Australians have put climate change, industrial relations and health ahead of the economy in terms of the first priorities for the newly elected Rudd government.

A CoreData poll that opened yesterday reveals almost one in three people (31%) believe action relating to Australia’s stance on climate change is …

It has to be said the preamble ahead of this week’s Australian Federal Election has made it an unusual election.

One hallmark of the election process has been the increased prominence of polling and the subsequent impact of the pollsters in driving the news agenda.

Mind you, CoreData has actively …

Starbucks_Logo.gifThere is a battle looming in financial services between three different armies - the big service franchise, the guerilla independents and the hero products.

The franchises are going for straight volume – using the brand and the systems and sheer weight of push marketing to drive their growth, the …

The growth of the internet is raising some interesting challenges for old and new media players alike, as traditional ways of doing business may not adapt to an online world.

Increasingly clients will research products and ideas online before speaking to their adviser.

This makes it imperative for …

Two out of three people looking for financial advice believe large dealer groups provide a comforting layer of security, while three out of five believe big advisory groups help planners provide better advice.

However initial findings from an extensive shadow shopping exercise reveal in one out of six instances …

Workloads for some financial advisers are improving after a mad first three quarters of the year with paperwork, time management issues and limited client-facing time no longer an issue for a lucky group of planners.

However compliance remains a thorn in the side of planner businesses as is still the leading encumbrance …

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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.