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.

September 27, 2022
The Age of the Titans is upon us

There’s been a lot said over the past few years about “rise of the (superannuation) titans”. ‘The Titans’, having now well and truly risen, and with the contributing industry and regulatory conditions generally well understood, we thought it worth a discussion on what comes next.

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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
The complexity of performance fees

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
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 25, 2022
A bright future for active ETFs

It has been a tough start to the year for ETFs (and for asset management in general), headline flows into ETFs to H1 CY22 were down ~23% period-on-period, with market volatility testing the nerves of many investors. However, looking beyond the headline numbers, there’s still a lot to play for.

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?

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