Browsing all articles in Banking & Finance


Australian mortgage brokers are generally satisfied with their existing mortgage group and working conditions, with only a relatively small number considering joining another network.

A new brandmanagement national study of mortgage brokers reveals only 4.2 per cent of brokers are actively seeking new employment.

43 per cent indicated …

Competing as a financial services company in China, like many other industries, presents both significant risks and opportunities.

Opportunities include the fact a small – but significant in absolute terms – proportion of the population has and continues to amass wealth.

Meanwhile risks include the significant consumer and …

China’s magnetic hold over global business has attracted financial and investment groups the world over to its key cities and markets in the hope of benefitting from the nation’s astounding rise.

However in order to compete firms are often forced to ‘play-ball’ if they want a slice of …

One of the challenges facing banks, fund managers and financial planning groups is overcoming the tendency of only ‘touching’ people infrequently and to move away from the usual forms of contact such as impenetrable reporting and less impenetrable advertising.

In Asia, the banks seem to be starting to …

Consumers are being courted with yet another inducement to take on debt in the home loan war – as if the uncertain prospect of further rate rises later this year and an unnerving property market weren’t enough.

Virgin Money has recently undertaken an aggressive marketing blitz designed to …

The best available numbers suggest there are about 6.3 million Australians who fall broadly into the category of mass affluent – and who by a large stand to benefit from using a financial planner.

At the time of writing, the best available research we could get, including the work …

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.