Social media may be considered the new frontier in reaching prospective clients but recent regulations in the US suggest a potential regulatory minefield for financial advisers that may not have been considered.

Unlike the US, regulations in Australia have not evolved as fast as social media which could …

What’s all the fuss about nuclear power? A load of hot air, according to one third of Australians living in the recently privatised energy market in New South Wales.

New research on the energy retail brands in NSW carried out by Blue Orb, an energy and sustainability communications …

You may have noted a developing theme throughout our blogs recently on the uncertainty in the markets and what impact it is having and how investors are increasingly just parking their money in cash.

You can’t blame investors for taking such an approach – especially when you start …

If success breeds confidence then the lack of confidence in global markets right now implies significant failure – or at least a petrified fear of failure.

Decoupling is now a major risk (as you would have read in a multitude of media sources already) due to stagnated growth …

Why is it that a willing and financially able potential client will walk away from a financial adviser, even though they can clearly see the value in the adviser’s offer?

It comes down to one, prohibitive factor: cost.

A recent round of mystery shopping conducted by CoreData among …

According to John Kenneth Galbraith, an economist who knew a thing or two about recessions, inflation and deflation and the role of interest rates and Governments, the only reason for economic forecasters to exist was to make horoscopes look reliable.

At the moment, any cursory examination of Australian …

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.