Closing the information gap to make better decisions

Information. There’s a lot of it and sometimes we don’t know what to do with it all. Each day we sift through huge amounts, trying to determine what we should …

So much data, so little time: how AI is changing market research

The ability of machines to perform the same tasks as humans through a process of learning from experience, reading qualitative and quantitative data and adjusting to new inputs creates both …

White paper – Staying relevant in a consumer-directed care environment

Australia’s aged care industry is undergoing rapid transformation. Deregulation, greater competition and a shift in Government focus and funding in the home care sector has put greater power in the …

Who’s most at risk in financial planning’s own ‘extinction event’?

About 66 million years ago an asteroid measuring roughly 12 kilometres across slammed into Earth near what today we call the Yucatan Peninsula in Mexico. It was bad news for …

A guide to capturing the core-affluent consumer online

Online mortgage application systems are fast becoming a preferred way for “core-affluent” consumers to compare home-loan options and find loans, a new report by CoreData Research’s Mortgage Intelligence Unit (MIU) …

New NAB offer shows why living on the margin is the future for licensees

On October 1 this year NAB Financial Planning will launch a new ongoing financial planning offer to new clients, along with a program to move existing clients to the new …

Three trends we can expect to see post-Royal Commission

The Australian financial services industry is undoubtedly facing a crisis of trust. Throughout the Royal Commission, we have heard admissions from some of Australia’s largest and most trusted institutions of …

Why ‘fast evolution’, not revolution, should be the licensee’s aim

The rate and pace of regulatory change that may be forced upon the financial planning industry from the royal commission could undermine the drive to improve the accessibility and affordability …

Why financial planning is entering a golden age

New education, professional and ethical standards are a short-term challenge for all financial advisers, but head of the TAL-owned licensee Affinia, Marcus O’Sullivan, says once they’ve been negotiated the financial …

Will trust in super evaporate in the heat of the royal commission?

The Royal Commission turns its attention to superannuation on Monday as it kicks off two weeks of public hearings in Melbourne. After the fireworks of previous hearings it promises to …