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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.

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?

June 22, 2021
ESG is here to stay

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.

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.

December 8, 2021
Growing advice risk gap for middle-class Australians

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

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