For some time now, we’ve been warned about a demographic time bomb otherwise known as the Baby Boomers, those who grew up in Australia post World War II, during the 1960s and 1970s.
The fear has been that an ageing population will have ramifications for health and welfare, …
Most of us are familiar with the Pareto principle – also known as the 80-20 rule – which states that roughly 80% of the events come from 20% of the causes.
In financial planning, this rule of thumb suggests that if you’re not segmenting your client base to …
Social media may be considered the new frontier in reaching prospective clients but recent regulations in the US suggest a potential regulatory minefield for financial advisers that may not have been considered.
Unlike the US, regulations in Australia have not evolved as fast as social media which could …
Why is it that a willing and financially able potential client will walk away from a financial adviser, even though they can clearly see the value in the adviser’s offer?
It comes down to one, prohibitive factor: cost.
A recent round of mystery shopping conducted by CoreData among …
The Australian media is a schizophrenic beast. In just one week, we have heard predictions that a shortage of housing supply will underpin demand; that Australia’s heading for a US-style property crash; that unemployment is on the rise and the economy is heading for recession; and that the …
French president Nicholas Sarkozy said: “Globalisation requires us to reinvent everything” and nowhere is this more relevant than in the world of financial services.
Recent CoreData client meetings on the ground in Europe and US, and via calls with clients in Latin America and Asia have seen reoccurring …
