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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.

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.

October 22, 2019
Financial advice reimagined

It’s our view that the industry in Australia has reached an inflection point where the haze of the past 12 months has started to lift and structural changes are emerging. In this video, David Hutchison examines one of the changes we are already seeing play out, but expect to continue at an even faster rate – the landscape for the advice market.

October 21, 2019
A new pricing model for wealth – video

In this video, Nickola Cable examines one of the innovations we expect to see – a new model for pricing in superannuation, asset management and platforms.

October 11, 2019
DDO delivers manufacturers an (unexpected) data opportunity

Regulators are baring their newly-sharpened teeth empowered not only by the Royal Commission findings but also new legislation.

August 12, 2019
The forgotten advice distribution opportunity

There is no doubt that there are significant shifts occurring in the advice industry: FASEA will see…

May 6, 2019
The advice gap is dramatically overstated

There have been many ‘Chicken Little-esque’ predictions that the sky is falling in, that FASEA and the fall-out from the Royal Commission will decimate the number of advisers in the industry, creating a large advice gap and preventing many investors who could benefit from advice from being served.

March 7, 2019
AustralianSuper builds $70m war chest

The last few years have seen AustralianSuper dominate the pensions landscape in Australia, topping the charts in terms of net flows year after year.

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