Planners handicapped by second language
- published on 24/02/2011
- 1
Financial planners are “handicapped by the fact that you speak a second language”, according to Paul Clitheroe, executive director of ipac Securities and ... [more]
- Knowledge
- Insights
- Connections
Consumer Insight
REVEALED The value of advice: $300
- published on 26/10/2010
- 14
Australian adults believe financial advice is worth, on average, $300 upfront, according to Investment Trends’ 2010 Planner Business Model Report, to be released ... [more]
Giving consumers a voice
- published on 01/08/2009
- 0
Elissa Freeman outlines CHOICE’s campaign against product commissions. “As things stand, fear of bad advice is stopping me from seeking any advice.” If ... [more]
There’s a bear in there
- published on 01/04/2009
- 0
Andy Allen asks whether the financial crisis has frightened away the "Goldilocks investor" forever. In early 2007 we heard many a market forecaster ... [more]
Storm chasers
- published on 01/03/2009
- 0
Kristen Paech speaks to the Storm Investors Consumer Action Group to find out how Storm's former clients are feeling. Hundreds of former Storm ... [more]
Raising a touchy subject
- published on 01/02/2009
- 0
Encouraging clients to even think about insurance can be difficult, but research suggests that once they're focused they can be quite receptive. Simon ... [more]
Waking up to the cost of advice
- published on 01/12/2008
- 0
Kristen Paech reports that consumers are becoming more conscious of the cost and value of advice. Clients are becoming more sensitive to the ... [more]
The rise of the “advice factory”
- published on 01/11/2008
- 0
The launch of an online general advice tool answers calls for greater access to low-cost advice for consumers, writes Kristen Paech. Despite various ... [more]
Regular contact key to referrals
- published on 01/10/2008
- 0
Clients are less willing to refer their adviser in today's market environment, so planners must work harder to win back their loyalty. Kristen ... [more]
When good men do nothing
- published on 01/09/2008
- 0
Paul Resnik says the US sub-prime debacle shold tell those that regulate and participate in financial planning a great deal, if only they ... [more]