In a world where constant changes and an increasing compliance burden on both lenders and brokers are the new norm, careful consideration and implementation of policy and process changes post-royal …
Companies pursue the holy grail of improving customer engagement, but often without fully understanding what the term really means, and sometimes pursuing engagement with customers purely for its own sake. …
In the late winter of 2015, Sweden under its then-new Prime Minister Stefan Loven – ex-welder, ex-unionist and minority Government holder – became the first country to enter negative interest …
Two men are arrested after holding up a bank and held separately for questioning by the police. How should each of the thieves behave to achieve the optimal outcome? And …
The past 12 months have been nothing short of extraordinary as the first wave of changes driven by the Royal Commission rolled through the industry and as personal and company reputations …
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 …
The government recently dismantled a final argument in defence of grandfathered conflicted remuneration when it released regulations providing that from January 1, 2021, conflicted payments can no longer be made …
Freedom of choiceIs what you gotFreedom from choiceIs what you want In ancient Rome there was a poemAbout a dog who found two bonesHe picked at one he licked the otherHe …
Over the past few months, both the Superannuation Productivity Commission and the Financial Services Royal Commission have recommended changes to the default super system. If implemented, the changes will weaken …
