Advice

September 13, 2022
A future industry structure

Advice propositions today are largely based on providing consumers with comprehensive advice (considering a wide range of the consumer’s financial needs, circumstances and products) on an ongoing basis and consumers have either accepted that or not engaged at all.

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November 30, 2022
Advice. A second chance for banks

The underlying competitive advantages enjoyed by banks, coupled with changing regulatory settings could combine to enable the previously unthinkable, the (sensible) return of Australian banks to retail advice.

June 9, 2022
Broker brand power

Brand awareness of the largest reinsurance brokers is near ubiquitous among insurers (and reinsurers), although institutional focus and capabilities, corporate personality & culture as well as customer engagement models offer critical differentiators beyond awareness. Sustained levels of differentiation inevitably become visible in ‘brand experience’.

February 4, 2019
Royal Commission quietly decimates advice industry.

With quiet fury, Commissioner Hayne handed down his report. His commentary was scathing. The participants in Australia’s…

August 21, 2018
Advisers are happier than ever with platforms

Platforms continue to play a critical role in advisers’ businesses, providing a means to efficiently administer, report…

March 1, 2018
Listed structures for asset managers: golden opportunity or fool’s gold?

The business of retail asset management was – in hindsight – a simple affair even up until…

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