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Trialogue

Trialogue is a must-read for those within the Australian wealth management industry. These fortnightly, thought provoking articles are produced by our experienced consultancy team in Sydney, Australia.

December 15, 2020
Insurance in Super: A new opportunity for funds to differentiate?

Over the last few years, group insurance has become somewhat commoditised within super – funds have typically…

July 13, 2021
Inflection Points for the Australian Platform Market

‘Inflection Points’ was the theme of our annual strategy event in Sydney where the team examined inflection points and discussed opportunities on how companies can compete in the Australian platform market.

July 16, 2021
Inflection Points for the Australian Asset Management Market

‘Inflection Points’ was the theme of our annual strategy event in Sydney where the team discussed some inflection points across financial advice, platforms and asset management within the Australian market.

July 7, 2021
Inflection Points for the Australian Advice Market

‘Inflection Points’ was the theme of our annual strategy event in Sydney where the team identified a few ways the industry could address the inflection caused by the growing advice gap within the Australian market.

July 26, 2022
Performance Fees – Increasingly popular, and more complex than they appear

Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you…

May 25, 2022
Global Fixed Income – A diamond in the rough

Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers…

November 24, 2021
Find your fixed income goldilocks

Fixed income funds are better designed and marketed to appeal to a sub-set of advisers with a particular fixed income objective than the whole market.

August 9, 2021
ETFs: implications for platforms and advisers

The listed fund market in Australia has taken off over the past few years. We’ve written previously about the staggering growth in listed FUM and cautioned that competition is fierce. It’s an important long-term growth opportunity for asset managers to consider carefully, but what does this shift mean for advisers and the platforms that serve them?

June 22, 2021
ESG is here to stay

Long an institutional focus, ESG is rapidly gaining ground amongst retail advisers helped by regulatory change but also rising consumer demand and product availability. Managers are responding, but as ever it’s a nuanced market.

February 17, 2021
ETF growth up, but new entrants fight over 4% of FUM

The ETF market recently passed a significant milestone, reaching $100b of assets in January, and we thought it appropriate to mark the occasion with a quick refresher on who’s who in the zoo.

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