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 …

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 …

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 …

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. …

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 …

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 …

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 …

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 …