Advice

January 21, 2025
Bridging the pensions expectation gap 

How are current support services for pensions under-delivering on what consumers really want and expect – and where may targeted support make a difference?

February 10, 2025
UK pension consolidation: lessons from Australia

As the UK government finalises mechanisms to encourage pension fund consolidation, Australia’s decade-long experience offers timely insights for funds facing strategic choices about their future. While the push for consolidation centres on creating larger, more efficient funds, a fundamental question remains: what truly constitutes better outcomes for pension members? The Australian journey provides valuable lessons on this critical question.

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.

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.

July 17, 2024
Understanding DC Advisors’ preferences

Recordkeepers face a complex challenge in addressing both the explicit and implicit preferences of DC Advisors. Advisors often say they prioritize factors like recordkeeping compliance, communications, participant services, and technology. However, the real drivers of their decision-making tend to be related to strong support in sales and practice management.

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…

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