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.
Large super funds are increasingly internalising asset management functions in a bid to cut costs. With industry consolidation quickening, most super assets will soon be managed by funds with mature internal management capabilities – this has serious ramifications for institutional managers
The growing gap between consumers’ protection needs and the risk advice industry’s capacity to meet them is the widest for advisers who service middle-class Australians
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.
After five years of decline, advised life risk new sales in Australia are at last finding a firmer footing. The fundamentals remain robust and there is building evidence for clearer skies ahead
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?
‘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 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 identified a few ways the industry could address the inflection caused by the growing advice gap within the Australian market.
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.
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.
