Posts in wealth management
ASFA Conference 2017 - The Underlying Truth

The underlying truth of ASFA 2017 was that if your data quality is not there, there is nothing a superannuation fund, insurer, bank or any company can do with any degree of success or comfort that it is fail proof (be that decision making, innovation, transformation or just good governance).

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Data Driven Member Engagement, Member Profiling And The Power Of Persuasive Nudging

I really enjoyed the opportunity to speak at ASFA’s Spotlight on Member Engagement Forum held this week in Sydney. My task was to discuss how trustee approaches to member engagement would be influenced by the rise of

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Fair And Sustainable - The Government's 2017 Superannuation Changes Explained

The Federal Government announced a number of significant superannuation reforms in the 2016 Federal Budget in an attempt improve the integrity...

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