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.

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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

August 1, 2023
Industry Funds gain further traction in HNW

Industry funds’ dominance of Australia’s retirement system is widely acknowledged, though their infiltration of the HNW segment has stayed largely under the radar. This poses new challenges for retail competitors.

April 24, 2023
Active’s silver lining

On an outlook of healthy contestable flows, plenty of opportunity exists for well-positioned retail equity managers in Australia, despite industry headwinds and global sentiment.

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

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.

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