Analysis for Mortgage and Finance Industry - The Adviser

analysis

Elite Broker Q&A: Jennifer Richardson, 123 Financial Group

by Annie Kane • 23 Nov 2021

We find out why Ms Richardson decided to enter the industry, how she manages to do everything at once, and the...READ MORE

91% of broker clients would recommend their broker

by Annie Kane • 18 Nov 2021

Broker clients overwhelmingly believe brokers act in their best interests and would recommend them to friends and... READ MORE

33% of brokers lack technology expertise: Connective research

by • 12 Nov 2021

A recent survey has concluded that one-third of brokers lack the confidence to utilise technology in their... READ MORE

Borrower priorities differ to what brokers think they are: Connective...

by • 11 Nov 2021

There is a “disconnect” between what borrowers say they want and what brokers think they want, according to new... READ MORE

Exclusive interview: Federal treasurer Josh Frydenberg

by Annie Kane • 8 Nov 2021

In October, federal Treasurer Josh Frydenberg sat down for an exclusive interview with Momentum Media director Alex... READ MORE

Elite Broker Q&A: Alycia Inglis, Stoneturn

by Annie Kane • 2 Nov 2021

We find out the reasons why Ms Inglis established her online platform, her background with broking, and what else needs... READ MORE

Elite Broker Q&A: Xia Xia Yu, Smartline

by Annie Kane • 19 Oct 2021

We find out why Ms Yu embraced the broking industry, how she managed to build an award-winning franchise, and how... READ MORE

Turnaround delays impacting broker client satisfaction

by Annie Kane • 6 Sep 2021

EXCLUSIVE: The lengthy delays affecting broker-lodged loans have negatively impacted how borrowers view the broker... READ MORE

The new credit reporting

by Malavika Santhebennur • 3 Sep 2021

There were two important changes in the credit reporting sector in July 2021: the amended mandatory comprehensive... READ MORE

Elite Broker Q&A: Marvin Coleman, Mortgage Choice Oakleigh

by Annie Kane • 24 Aug 2021

We speak with the Mortgage Choice Oakleigh broker about how a home loan led to him becoming a broker, and how backing... READ MORE

Elite Broker Q&A: Robert Trewin, Trewin Mortgage Broking

by Annie Kane • 20 Aug 2021

We find out how Mr Trewin switched to broking, what it means to service a regional community, and what supporting your... READ MORE

Elite Broker Q&A: Nicola Tucker, Surf Coast Finance

by Annie Kane • 3 Aug 2021

We find out how Ms Tucker entered the industry, how best to build your own brokerage and how a new broker can best... READ MORE

Elite Broker Q&A: Michelle Towner, Towner Finance

by Annie Kane • 13 Jul 2021

We find out how Michelle Towner's brokerage is growing, why best interest duty prompted a change in her business, and... READ MORE

Elite Broker Q&A: Jason Boccaccio, Adelaide Commercial Finance

by Annie Kane • 29 Jun 2021

We find out how Jason Boccaccio established himself in SME finance, why he started a mortgage broking business, and... READ MORE

Riding the white label wave

by Malavika Santhebennur • 10 Feb 2021

White label loans have increased in popularity among brokers, with the market share of broker-originated business to... READ MORE

Brokers a saviour for SMEs during pandemic, research finds

by Adrian Flores • 15 Dec 2020

New research has revealed that a majority of SMEs relied more heavily on key advisers, such as brokers, to cope with... READ MORE

A topsy-turvy year

by Malavika Santhebennur • 11 Dec 2020

Anyone who was hoping for a quiet, uneventful 2020 following the aftermath of the release of the banking royal... READ MORE

Non-major sponsors financial wellness research

by Malavika Santhebennur • 7 Dec 2020

Teachers Mutual Bank Ltd has partnered with a financial wellness platform to deliver insights into financial... READ MORE

Breaking down the gender barriers

by Julie McKay • 30 Oct 2020

WOMEN IN FINANCE MONTH: At the fourth annual Women in Finance Awards, which was held virtually for the first time,... READ MORE

Building a Brokerage Strategy

by Annie Kane • 15 Oct 2020

With broker services needed now more than ever, having an efficient business operation is paramount. While there is no... READ MORE

Outfox the traps of outsourcing

by Malavika Santhebennur • 15 Oct 2020

As brokerages grow and become busier, outsourcing certain functions can help them build a sustainable business. But... READ MORE

The path to recruitment

by Malavika Santhebennur • 15 Oct 2020

The path to recruitment can be paved with challenges, particularly during the coronavirus pandemic. However, as brokers... READ MORE

Research reveals how broker customers react to marketing

by Annie Kane • 2 Oct 2020

Broker customers and direct-to-lender customers value different marketing messages, new research has... READ MORE

More than mortgages

by Annie Kane • 4 May 2020

Brokers are well established as the professional that borrowers lean on for credit advice and help with their mortgage... READ MORE

Succession planning in focus

by Annie Kane • 10 Mar 2020

For many, retirement or succession planning may seem like a far-off activity, but planning for your exit from industry... READ MORE

Working with vulnerable customers

by Annie Kane • 11 Feb 2020

Last year, a new Banking Code of Practice was rolled out, which brought in a higher standard of customer care when... READ MORE

Open banking – Can it open new doors?

by Malavika Santhebennur • 11 Feb 2020

Malavika Santhebennur explores open banking’s impact on borrowers and how brokers can capitalise on the... READ MORE

ANZ Research revises property price forecasts

by Reporter • 31 Jan 2020

The research group has “revised up” its forecasts for home value growth over the coming year to reflect the recent... READ MORE

Beating the holiday blues

by Hannah Dowling • 27 Dec 2019

The holiday season is often filled with family and festivities, but for many, the summer period delivers more than just... READ MORE

Weighing up the case for white label loans

by Malavika Santhebennur • 13 Dec 2019

With various lenders rolling out white label offerings this year, Malavika Santhebennur explores the ins and outs of... READ MORE

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