One of the grim facts about financial services is that by and large it is an industry highly reliant on selling.

This isn’t to say that people who are sold a product or take-up a service, such as financial advice, are…

Knobbly knees were on show throughout Westpac offices around the country last Friday as the big five bank’s staff showed their annual support for BoardiesDay – a fundraising event of Surf Life Saving Australia.

Westpac actively encourages staff to participate in…

The proportion of Australian households struggling to make ends meet has fallen marginally over the past six months despite a further rise in interest rates in August, according to new CoreData research completed last week.

The numbers doing it tough remains…

Fear is a powerful force and was evident last week in the UK when thousands of customers made a ‘£1 billion run’ on the embattled Northern Rock bank fearing it could collapse after the Bank of England was forced to step…

Existing or prospective customers who complain can be bothersome, time consuming and often require ‘Mother Teresa’ patience by customer service staff as emotions become strained.

Exacerbating this, many complaints are false, vexative and motivated by customer self interest – the notion…

A significant number of Australians have sought and taken financial advice only to either reject it prior to striking a relationship with a planner or rejecting it after the event as unsuitable or unsatisfactory.

This is one of the intriguing pieces of…