The downside of being a large corporation is often the inability of talking to customers in a personal and intimate manner.
Later this year the $20 billion mega-super fund, AustralianSuper, will attempt to get around this issue by holding two open forums for its 1.2 million members.
The forums – …
Humans have an inherent need to make sense of their environment and attempt to do so by categorising everything around them.
In theory this provides structure and substance and is a behaviour that has resulted in a name for almost every animal, plant, rock formation, cloud and in …
Investor reaction to the recent US sub-prime lending induced share market dip reflects other recent adjustments in the Australian equities market over the past few years according to new CoreData research.
There have been at least three corrections in the Australian All Ordinaries over the past three years …
The Financial Services Authority (FSA) in the UK is aiming to regulate planner commissions out of existence – but in reality this is going to prove very difficult.
This was one of the views expressed at a roundtable discussion at the Retail Distribution Review (RDR) organised by self-invested …
Australian financial planners are significantly less bullish about attracting new clients, with new data revealing a drop in sentiment in both business outlook and new client generation.
Advisers have not moved into negative territory but their outlook has retreated to more ‘neutral’ground after a period of strong positive …
A cursory examination of the many social networking websites around the world reveals financial planners everywhere are taking up the challenge of making the most of the internet.
Type in ‘financial planning’, or ‘insurance sales’ into any social networking search engine and you will find ads, video newsletters …
