Browsing all articles in Consumer Finance


Investor sentiment has unexpectedly declined in the first quarter of 2010, defying the logic of a rising market and strong signs of an economic recovery.

The IFSA/CoreData Investor Sentiment Index for Q1 2010 reveals that while sentiment remains in positive territory, it has slipped back to levels recorded …

2010 could be the year of the corporate platform in the UK.

Wrap platforms are already making inroads into the financial adviser market, but are mainly aimed at advisers providing services to individual clients. The corporate platform takes the same concept, of a sophisticated platform giving access to …

There’s a revolt underway in consumer land as Australians from all walks of life vote with their feet and shun superannuation in favour of personal savings and other investments.

Some push-back is to be expected given account balances struggled to fight the pull of gravity over the last …

Australia, despite the best efforts of a determined cadre of Catholics from Sydney’s elegant and leafy North Shore, is yet to have a saint; the closest we have so far managed is the beatification of Mary McKillop.

The steps to sainthood are pretty clear, but primary among them …

Risk averse retirees could face the sobering prospect of running out of money before they die given the current low returns on conservative assets.

The present ‘close to zero’ returns on cash in the US and UK means many retirees who are now consuming their nest eggs with …

In the good times, the strength of the City of London, and in particular the banking sector, was seen as a positive.

Now, with the UK still, according to recent official statistics, mired in recession and negative growth, many fear that banking problems are holding the UK back.…

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.