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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.

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.

November 15, 2021
Green shoots for life risk advice

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

February 14, 2022
Institutional mandates face years of outflow as internalisation accelerates

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

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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