Let’s imagine you’re running a financial planning business five years from now. You can generate a tailored plan for your clients automatically. You have software that figures out what advice …
If you are running a business – micro or small, medium or large – or if you are looking for work, read on; otherwise, this isn’t for you and there …
The population of Chinese mainland high-net-worth individuals (HNWIs) has increased dramatically over the past decade. According to a global wealth report issued by Knight Frank in 2018, the number of Chinese …
The idea of nothing has an interesting history in mathematics, and there’s even a theory that the Catholic Church tried to outlaw the concept of zero because the idea of …
Australia’s robo-advice sector continues to battle a lack of awareness among consumers and has struggled to gain a foothold in the Australian investor market. Some early entrants to the market …
Like many Australians, I did a fair bit of travelling around the country over Christmas and New Year, which involved driving thousands of kilometres across NSW, Queensland and Tasmania. The …
From myth and the first recorded stories in ancient history to present-day movie blockbusters, humans appear to be obsessed with the idea of the hero. The “hero’s journey” narrative pops …
Although the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is probably nowhere near its conclusion, it certainly has already had an impact on the public’s …
In most businesses, customer apathy is not a good thing. If your customer is apathetic, they’re unlikely to feel loyal towards your business, let alone be an advocate for your …
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 Changes to adviser loyalty, satisfaction and needs have driven significant swings for some licensee’s in the Annual CoreData Licensee Survey – highlighting …
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 …
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 …
Rubbish in, rubbish out. The art of asking the right questions My three-year old has just hit the “why” stage. “Where are we going mummy?” To the shops. “Why?” To …
