Author Archive | Les Goldmann

Good active managers are hard to identify

The SPIVA Australia Scorecard measures the performance of actively-managed funds compared with the relevant S&P indexes. Results from the most recent Scorecard are not pretty for active managers.

Banks’ poor cross sell of superannuation

The latest research report by Roy Morgan shows banks have a poor track record in selling superannuation services to their existing retail banking customer base and it may represent a significant opportunity.

Confusion with financial planner brands

The branding of financial planners is causing confusion among consumers, according to a recent report by Roy Morgan Research. Many clients are unaware when the ownership structure involves one of the major banks.