How a love for fly-fishing may point the way for global economies

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 …

Libra: Why Facebook’s currency will bring more convenience and more threats

To some people, the “whitepaper” and “blockchain” are synonymous with “scam”. But when Facebook, the social network giant with 2.4 billion monthly active users, announced its grand plan of a …

Judge AMP not by what it says, but by what it does

People of a certain age may have experienced a sense of déjà vu as AMP unveiled another transformation strategy last week and vowed – once more – to focus on …

CoreData Research announces 2019 Licensees of the Year

Matrix Planning Solutionshas been named the 2019 Licensee of the Year by CoreData Research.  Matrix has also been named Institutionally Affiliated Licensee of the Year, while MLC Advicehas been named Institutionally …

It’s not me, it’s you: What happens when advisers rethink client relationships

When the Future of Financial Advice (FoFA) laws were introduced in 2013, the officially pronounced aim was to “improve the trust and confidence of Australian retail investors in the financial services …

Royal Commission: six principles, three key issues, and eight pointers for advisers

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry interim report, released on September 28, addresses the critical issues of how the level and extent of …

The first step for surviving the storm that too many advisers have not taken

Preliminary findings of the Professional Planner/CoreData Future of Advice Survey show that a useful first step a significant number of advice businesses could take to help them negotiate the uncertainty of …

To make a big change start small, start now, and start with yourself

At CoreData we have recently embarked on a discipline of filling in timesheets correctly and submitting them by close of business on Friday every week. It’s a small but important …

In super we trust, but is this the calm before the storm?

The numbers are in and there’s good news for industry super funds. According to CoreData research there’s been no damage to consumer trust from the Royal Commission’s superannuation hearings. The …

Five ways SMSF providers can deal with the death of homo economicus

The self-managed super fund (SMSF) market is reaching its maturation phase. The challenge facing participants in the market now is how to identify where new growth opportunities lie. So how …

What catching footballs taught me about business intelligence

Recently I had the honour of playing as goalkeeper for a team in the 2018 ASEAN Futsal Club Championship in Yogyakarta, Indonesia, where we placed second, the best result of …

‘Technology does not care about you’: why fintech won’t replace advisers

If it’s true that where the US goes so goes Australia but on delay, Dan Moisand has some positive news for Australian advisers about the impact that fintech, and robo-advice …

Closing the information gap to make better decisions

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 …

So much data, so little time: how AI is changing market research

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 …

White paper – Staying relevant in a consumer-directed care environment

Australia’s aged care industry is undergoing rapid transformation. Deregulation, greater competition and a shift in Government focus and funding in the home care sector has put greater power in the …