Browsing all articles in Consumer Finance


The UK Self-Invested Personal Pensions (SIPPs) market is entering an interesting new phase as consumer awareness rises and adviser clients start to demand more from their financial planners.

For advisers and providers, this will pose multiple challenges, from maintaining service standards as volumes rise, to ensuring they can …

The universe appears to be misaligned for Chinese investors at present, with the balance over-weighted towards the cosmic force of Yáng (bullishness) and under-weighted to Yīn (bearishness).

The concept of Yīn and Yáng, the foundation of Taoism and traditional Chinese medicine, have been pushed aside with investors turning …

ANZ’s ever-active cards division is at it again – turning out a quirky ad in a bid to put some daylight between itself and the other card vendors in the fiercely competitive Australian credit card market.

The division’s latest television campaign has been running for a few weeks …

It’s generally accepted that low costs, transparency and flexibility are all desirable product characteristics.

So why have exchange traded funds (ETFs) made so little headway with UK financial advisers and their clients?

ETFs fulfil the three criteria.

- Their total expense ratio is usually between 40 and 65 …

One of the greatest confidence tricks in modern design took place last week when the International Olympic Committee unveiled the logo for the 2012 London games – sparking widespread derision and criticism.

burningpants may be about financial services but compulsion drove one of its scribes to post this …

The Chinese share market is continuing its skyward rise despite another blip at the beginning of the month wiping billions of dollars off its key indice – the Shanghai Composite Index.

Since that 8.26% drop last Monday, the market has crept back up from a low of 3,670 …

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.