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 …
Australian financial planners are broadly positive the first quarter of the next financial year will reap positive rewards for them and their businesses.
This week marks Financial Planning Week and planners it seems are in buoyant mood according to the latest CoreData Adviser Sentiment Index, with more than …
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 …
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 …
The latest buzz phrase in UK financial services is ‘factory gate pricing’ – meaning a price reflecting the cost of production and prior to distribution and marketing costs being added.
So a non-marketed pension product offered via a nil commission structure can be said to have factory gate …
