The advantages of a more agile research approach in fast-changing markets

In an environment where there has never been more information readily available to all, consumers and business decision makers alike must have quicker access than ever before to deep research …

10 Things Dover Advisers Have To Do Right Now

In the end, the demise of Dover Financial Advisers mirrored its founder’s appearance at the royal commission in March: a short period of intense scrutiny followed by a quick collapse. …

Chicken Little, ostriches and the real role of leaders

On June 4 and 5 the heads of leading financial planning licensees met in the Blue Mountains west of Sydney for the annual Professional Planner Licensee Summit. It’s fair to …

CoreData Announces The 2018 Australian Licensee Award Winners

CoreData Announces The 2018 Australian Licensee Award Winners Changes to adviser loyalty, satisfaction and needs have driven significant swings for some licensee’s in the Annual CoreData Licensee Survey – highlighting …

Home loan growth dives – has APRA gone too far?

The release of the latest Australian Prudential Regulation Authority (APRA) monthly banking statistics show annualised monthly growth in home loans has dropped to 2.25 per cent – the lowest growth …

Don’t Let The Royal Commission Do All The Talking

Well then. What a whirlwind the royal commission’s public hearings on financial advice were. Heads rolled – not least of all, the AMP chairman and CEO – and billions of …

A game-changer for ethics code-monitoring bodies

The Australian Securities and Investments Commission (ASIC) has proposed a change to the new financial adviser professional standards legislation to allow code monitoring bodies to proactively collect information from advisers …

Behavioural analytics at work

Getting a good grip on behavioural analytics can increase productivity and improve the service planners deliver to their clients. But you first need to know what you’re looking for, and …

The royal commission and the damage done

When the royal commission ends I will have a new job for Kenneth Hayne. I am going to pay him to record Australian poems for me to listen to. Not …

Time to end the never-ending superannuation debate

Like most people my age, I must admit that I spend many hours on social media, which is probably many hours more than I should. One viral post doing the …

Five tech tips to keep licensees in the race

The unexpected closure of Dover Financial Advisers and the focus of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has many financial planners re-examining the …

Can money open the door to happiness?

The recent news of the tragic suicides of two high profile individuals, Kate Spade and Anthony Bourdain, is a timely reminder that money can’t buy happiness. It’s also a gentle …

Distilling the signals from the noise to map a better path forward

I was once told that the words “data analytics” make business executives go deaf. They are barraged daily with articles, blogs, consultants, salesman, and colleagues talking to them about the …

CBA must ‘drive harder than anyone else’ to address failings of the past

As one of the highest-profile financial planning licensees in the country, Commonwealth Financial Planning (CFPL) more than most acts as a proxy in the public mind for the entire financial …

How serious are you about feedback?

How serious are you about feedback? Imagine if your ongoing employment in a company was contingent on receiving positive feedback from your peers and subordinates. Imagine if your business took …