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15 April 2013
By virtue of its very nature, the super industry understands that it will continually be in a state of change. The size and growth of this industry means that it will always play a major part in Government economic policy in Australia. It is important, however, that these changes count and signify meaningful improvements, rather... MORE
26 March 2013
If you had any doubt that Self-Managed Super Funds (SMSFs) were ‘the’ hot area in superannuation and private wealth right now, then you only needed to go to this year’s annual SMSFs Professionals Association (SPAA) conference. The buzz and energy from the participants made the conference unlike any other on the superannuation circuit. Being the... MORE
19 February 2013
As we entered 2013, I spent a bit of time taking stock of the previous year and planning for the months ahead. As part of this process I engaged in some interesting conversations with my colleagues, in which we shared our thoughts around the shape of the year ahead for the wealth management industry in... MORE
6 December 2012
With Australia’s total pool of superannuation savings recently smashing through the $1.4 trillion mark, one of the more astonishing statistics that we consistently see reported is the proportion of Australians who have little or no understanding of how their retirement savings are being managed. The most recent of these is an ING DIRECT Financial Wellbeing... MORE
16 November 2012
When Bravura Solutions recently opened the lid on the broad topic of ‘what factors do financial service providers consider when selecting technology solutions’, we quickly came to realise that the key issues across the industry are centred on implementation, integration, and strong client/vendor relationships. Some of Bravura Solutions’ Wealth Management clients and other industry experts... MORE
19 September 2012
I recently penned a whitepaper entitled, “Unlocking the hidden value in financial institutions”. The paper’s central message is that having modern core business systems is vital to creating sustainable competitive advantage in today’s fast-changing business environment. I have been reflecting on the relationship between technology innovation and business advantage for decades now; it’s a subject... MORE
4 September 2012
System integration issues continue to present unique challenges to organisations seeking to make strategic decisions regarding product selection. Delivering applications to satisfy business needs requires an understanding of technology and best practice when faced with the constraints of legacy systems. Where critical business information resides across a variety of operating systems and databases, combining this... MORE
15 May 2012
Computer systems and applications that constitute today’s information technology pervade every part of every business and government, throughout Australia. IT’s rapid evolution has challenged business, government and non-profit organisations to extract the most benefits from their systems and applications and to update them as the organisations needs evolve. To some, IT departments should constantly modernise... MORE
13 February 2012
The world today is full of cycles. There are stock market highs and lows, periods of good and bad weather even apparent cycles of good luck and bad luck. We hear about certain kinds of cycles every day “The Dow is up”, “We’re having a warming trend”, “The economy is down”. But while we commonly... MORE
20 January 2012
It is important to remember that wealth management is not an island but part of a wider ecosystem. In a world where consumers have become accustomed to highly personalised and efficient service facilitated through technology, they will expect nothing less from their wealth managers. Currently HNWIs give a very poor rating to the experience they... MORE