Financial planner bashing has become a national sport. The financial advice industry has battled consumer and media perceptions that advisers are a bunch of cowboys flogging products to line their …
Most of the developed world has enjoyed a population growth dividend lasting for five or six decades in preparation for dealing with an ageing population. But China has enjoyed only …
From its earliest days, digital technology has sought to help us sift through the information overload to discover relevance. While this promised to broaden our horizons it has in fact …
Since emerging in the late 1990s, the self-managed super fund (SMSF) sector in Australia has shown uninterrupted growth. According to the Australian Taxation Office (ATO), as at 31 March 2019, …
Buried deep in the PhD thesis submitted by Milton Friedman in the late summer of 1940 (note 1) are a couple of jokes, which I really love. The first joke …
The value of residential property as a proportion of the total value of household assets in China is more than double the level in the US. At 77.7 per cent …
Later this month just over 600 financial advisers will sit the industry’s new professional competence exam. They’re the first cohort to submit to an exam developed by the Financial Adviser …
“I have opinions of my own, strong opinions, but I don’t always agree with them.” – George HW Bush, 41st President of the United States of America Opinions. We’ve all …
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 …
Australia’s ageing population is one of the biggest challenges facing the country in the next 20 years. In its second background paper published in May, the Royal Commission into Aged …
A blog published last weekclaimed that almost a third of Australians would be happy to receive financial advice from a robot. According to the blog’s author, futurist Anders Sorman-Nilsson, the study showed that …
