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 …
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 …
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 …
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) …
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 …
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 …
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 …
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 …
On the face of it, the aged care and financial planning sectors are worlds apart. One is undergoing deregulation while the other is fending off the legislators with a big …
Last Sunday Essendon lost to Melbourne in the AFL and a story to make the media rounds was Brendon Goddard’s on-field spat with a few of his younger teammates. What …
