White Noise

About four years ago, CoreData and the good people at Google were working on the idea that the behaviour, comments, and ideas circulating the internet were a pretty interesting proxy …

Debt Iceberg

The Bank of America (BofA) has signalled tough times ahead with at least one credit downgrade in late November or early December. A BofA analyst notes: “We expect a moderate …

Media Minefield

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 …

Lipstick Index

Leonard Lauder, chairman of the board of Estee Lauder, coined the term the lipstick index to explain the increased sales of cosmetics during the early 2000’s recession. Lauder’s claim was …

Emerging Interest

French president Nicholas Sarkozy said: “Globalisation requires us to reinvent everything” and nowhere is this more relevant than in the world of financial services. Recent CoreData client meetings on the …

Manufacturing Loyalty

The core focus of most licensees at the moment is growth; growing planner numbers, and growing clients. Some are pursuing a growth by acquisition strategy, whereby practices are reportedly being …

Rationalism Please

As a Twitter user, this burningpants correspondent has been confounded by the flurry of tweets by senior economic analysts clamoring for more regulation and government intervention into the markets. Marx …

Basel Worries

In the midst of the hubbub surrounding the US debt crisis talks in the media, it might have been easy to miss the small reports about HSBC’s decision to shed …

Fahrenheit Cools

The bullishness US advisers were exhibiting in the second quarter of 2011 has all but evaporated with a contraction in their appetite for a broad base of asset types between …

Mutually Generic

Mutual funds, long the backbone of the US managed investments industry, are becoming increasingly unfashionable as the North American market continues to morph through innovation. If it wasn’t for the …

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