Analysis

Tuesday, 6 Jun 2017
The relationship between mortgage broking and financial planning is well-established. Each can inform the other, and offering both as part of your business can enhance your customer service propositio...
Tuesday, 6 Jun 2017
Brokers are using white-label products to deliver better service, differentiate themselves from banks and build greater client loyalty. The Adviser finds out what has been happening in the la...
Monday, 5 Jun 2017
The verification of identity and knowing your customer is a critical point of the mortgage broking process. In recent months, the industry has seen a new wave of technological advancements entering...
Monday, 8 May 2017
Australia is one of the most underinsured nations on the planet, with much of the reluctance to insure stemming from a lack of understanding around the need for and value of insurance products. The...
Monday, 8 May 2017
More than a year after the Australian Securities & Investments Commission began its review into the effect of current broker remuneration structures on the quality of consumer outcomes, Report ...
Wednesday, 5 Apr 2017
If you were working as a mortgage broker when Aussie John’s now-famous ‘We’ll Save You’ advert ­first came on TV, chances are, you’ll be soon turning your mind to retirement. ...
Wednesday, 5 Apr 2017
SMSF loans have stepped out of the limelight. Tighter credit and regulatory rumblings are making these loans increasingly difficult to deal with. ...
Thursday, 2 Mar 2017
Investment lending continues to be a hot topic. The Adviser explores how the industry is navigating the changing landscape amid fears of further regulatory intervention. ...
Thursday, 2 Mar 2017
The decision to become a mortgage broker is exciting but can also bring with it some uncertainty, leaving many aspiring brokers wondering what tools they need to find their feet in the industry. To...
Thursday, 2 Mar 2017
One of the most common areas that mortgage brokers look to diversify into is asset finance. But for many, asset finance just means car loans. In the second instalment of the ‘Broking beyond home ...
Wednesday, 24 Aug 2016
Diversification has arguably become the biggest buzzword to hit the third-party channel – and it’s one that certainly isn’t a phase. It’s been around a while, and it’s not going anywhere ...
Wednesday, 24 Aug 2016
The submissions have been completed and submitted, the finalists judged, the winners crowned and the roof has properly been raised – now all that’s left is to reflect on the success of all the ...
Wednesday, 24 Aug 2016
Fintech businesses are cropping up all over the place, eager to establish themselves as legitimate distribution channels and alternative lenders. The Adviser explores whether these new pl...
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