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…

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.

November 5, 2020
APRA performance test: consolidation by stealth

It has been difficult to miss APRA’s frustration at the lack of consolidation amongst super funds. The…

October 29, 2020
Low cost OR high performance: super funds to decide

There is enormous disparity in fees and performance of MySuper funds (and there isn’t necessarily a positive…

October 22, 2020
Superannuation: Employer channel to shrink in relevance (Australian Budget 2020)

Superannuation in Australia has had a tough year; with memories of a bruising Royal Commission still fresh,…

October 7, 2020
Sizing the growing Financial Advice Gap

Doom and gloom predictions about the future of the financial advice industry are widespread, and while there’s…

September 9, 2020
Asset consultants unhappy with engagement from managers

COVID is clearly more than a ‘phase’. Whilst the spate of super proactive communications has died down it is clear asset managers need to identify a sustainable model for sales and servicing that isn’t overly reliant on face-to-face interactions yet delivers clients and asset managers what they need.

April 19, 2020
Never waste a crisis – new customers flooding aligned advice firms

It feels like very old news to even mention the Royal Commission now, but if I can ask you to cast your mind back just 6 months, you might recall that many (including us) were watching the precipitous decline of the aligned advice model and predicting it would decline significantly as a segment in Australia.

February 25, 2020
ESG: an investment unicorn?

The trend towards ESG investing is growing, but how should asset managers respond? We look at whether ESG should be a priority, if the opportunity can be monetized and what the bare minimum response might be.

January 24, 2020
A new pricing model for wealth

The wealth management industry in Australia has reached an inflection point where the haze of the past 12 months has started to clear and structural changes are emerging.

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