Aged Care Whitepaper: Charting a Path Through Crisis

The Australian Aged Care industry is facing a complex set of moral, financial and reputational challenges. With widespread allegations of abuse surfaced through the Royal Commission into Aged Care Quality and Safety, …

Are your surveys mobile-optimised?

Last month, we discussed why understanding your survey respondents really matters. As there is no ‘one size fits all’ approach to survey design, the context of ‘who, what, when, where and …

Why your survey design really matters

Best practice is a well sought-after but often contested goal in survey design. How many questions should I ask? How should I ask them? What combination of buttons, sliders and …

Brand Survival Guide: What your brand needs to thrive in 2021

In 2021, the world continues to battle a pandemic, our online spaces are plagued with misinformation, and conspiracies and political scandals still top the news. But while we may be …

Five trends set to shape business intelligence methods and market research in 2021

Gone are the days of slowly pivoting strategy; during a pandemic, change comes on the daily, and your business needs to be prepared to adapt at a similar speed. With …

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 …

Two numbers that show why we must fight to retain experienced advisers

Higher education standards for financial advisers are an important step towards professionalism, but they’re not the only thing. The retention of wisdom within the advice community is just as important. …

How to stop ‘customer-centricity’ being a meaningless mantra – part two

The challenge facing any organisation seeking to develop a truly customer-centric culture is how to get past paying lip service to an ideal and build a focus on customers into …

The incredible shrinking advice industry?

One swallow doesn’t make a summer, but there are some interesting and slightly disturbing figures emerging from a CoreData analysis of the ASIC financial adviser register. Looking back over the …