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.
The recommendations of the Quality of Advice Review would force large institutions back to the table on advice, re-define digital advice models and have significant flow-on implications for customer-facing channels.
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.
Over the last few years, group insurance has become somewhat commoditised within super – funds have typically…
‘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.
‘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.
‘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.
Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you…
Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers…
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.
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.
