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Sentiment Slips

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,…

March 10th, 2010 Add a Comment »
Behave Yourself

Many adjectives – usually of a negative aroma – have been used as descriptive precursors to the words financial adviser.

However new research shows that when it comes to adviser self-assessment things are a little more complicated than you might think.

New…

March 10th, 2010 Add a Comment »
Teenage Girl Index

All of the banks and building societies in Australia, from the giants of Commonwealth and the Westpac to the tiny regional building societies are in a desperate battle to be popular.

Like girls at a year 11 formal, they are all…

March 10th, 2010 Add a Comment »
Misunderstood Mutuals

Mutuals are considered the least secure segment for retail deposits in Australia, despite the Federal Government guaranteeing deposits up to $1 million held by an Australian Deposit-taking Institution (ADI).

New research from CoreData reveals only 13.7% of respondents consider deposits held…

March 10th, 2010 Add a Comment »
Subsidiary Brand Success

St George and Bankwest have defied sceptics by continuing to acquire retail customers post their respective takeovers by Westpac and CBA.

Many banking pundits at the time of the mergers forecast a customer exodus from the St George and Bankwest brands…

March 10th, 2010 Add a Comment »
Solution or Problem?

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,…

March 10th, 2010 Add a Comment »
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