It’s our view that the industry in Australia has reached an inflection point where the haze of the past 12 months has started to lift and structural changes are emerging. In this video, David Hutchison examines one of the changes we are already seeing play out, but expect to continue at an even faster rate – the landscape for the advice market.
Financial advice reimagined Read More »
In this video, Nickola Cable examines one of the innovations we expect to see – a new model for pricing in superannuation, asset management and platforms.
A new pricing model for wealth – video Read More »
This report includes headline findings from the most consistent and comprehensive study of asset management buyers globally. See the full
The Leading Global Asset Manager Brands Read More »
Regulators are baring their newly-sharpened teeth empowered not only by the Royal Commission findings but also new legislation.
DDO delivers manufacturers an (unexpected) data opportunity Read More »
The minimum contributions ramp-up is helping drive growth in DC workplace pension flows. In parallel, the switching “secondary market”, long predicted but slow to emerge, is also picking up steam.
DC workplace pensions: rising flows Read More »
The level of collective investment focused on transforming the life insurance proposition exceeds anything seen in the last thirty years
The Innovation Imperative Read More »
There is no doubt that there are significant shifts occurring in the advice industry: FASEA will see many advisers leave
The forgotten advice distribution opportunity Read More »
Member disengagement in workplace pensions is well documented; with similar issues evident in individual pensions, providers need to be smart but realistic in their communications strategy.
4 realistic ideas about pensions disengagement Read More »
The DB transfer market has been a key new source of retail flows in recent years but is under considerable regulatory pressure. Although run rates are well off their peak, underlying dynamics mean that DB transfers should continue to play an important role in new flows.
Sizing the DB transfer market Read More »
The UK wealth industry value chain has been resilient over the past decade, despite many changes including rapid growth in AUM, the rise of platforms as a dominant method of distribution to consumers, and access to wholesale or institutional pricing from asset managers.
UK wealth value chain is gradually contracting Read More »
