Browsing all articles in Employment & HR


One of the most sensitive topics in financial services from both an industry and a consumer point of view is the issue of outsourcing jobs overseas.

The matter is a highly touchy subject both politically and commercially and the power of public opinion and the potential for brand …

This year is likely to see plenty happening, or at least being discussed, in the UK financial services and pension market.

London-based CoreData Research has made a few predictions on what we can expect to see in 2008.

Arguments over SIPPS ‘mis-selling’

Large numbers of self-invested personal pensions …

If the anticipated population growth of China’s capital, Beijing, is any indication of future prospects in the country then US investment banks Credit Suisse and Morgan Stanley will be smiling this week.

The two groups have secured tie-ups with Chinese securities firms in moves that position them well …

Reforming expensive European pension systems such as France and Italy is infinitely easier to talk about than it is to take action.

However France’s new president, Nicolas Sarkozy, has made pension reform a key battle ground in his first major confrontation with the nation’s unions representing public sector …

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 taking on commitments they either don’t need …

Advertising is all about eyeballs – getting people’s attention, facilitating understanding, building affection and ultimately influencing purchase decisions.

In financial services, and in other industries, there has been a growing trend of advertising on company vehicles and creating more ‘bang for buck’ from having a fleet service in …

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.