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.

June 19, 2018
Does salaried advice need a new (tied) regulatory model?

Here’s the latest Trialogue – in the traditional format as ever, and there is also a video…

April 30, 2018
The firm vs the client: conflicted decision making post-Royal Commission

The Financial Services Royal Commission has created a stir across the country; it’s not often that I…

March 27, 2018
LICs: the end of the gravy train?

Like other listed structures, listed investment companies have experienced significant growth in recent years, with 16 IPOs…

March 7, 2018
Retail super funds missing their golden opportunity

Retail superannuation should be having its time in the sun. Retail funds are targeted at the wealthier…

March 1, 2018
Listed structures for asset managers: golden opportunity or fool’s gold?

The business of retail asset management was – in hindsight – a simple affair even up until…

November 15, 2017
Global domination: only brave managers need apply

Asset management has all the conditions necessary to support strong global players. The features supportive of global…

October 23, 2017
Lots of robo, not much advice … part 3 – ‘incremental advice’ paving the way for personal advice in industry funds

Since our last installment, where we discussed the industry developments targeting the ‘sweet spot’ of self-guided, simple…

August 17, 2017
Lots of robo, not much advice … part II

In our last installment, we discussed the current state of the digital advice landscape – an underwhelming…

July 27, 2017
Lots of robo, not much advice … part I

Ever since fintechs and asset managers led the charge in launching robo-advice offerings in Australia; expectations have…

July 7, 2017
Do clients really care about fees?

Much like their overseas counterparts, regulator in Australia put considerable time and effort (and regulatory muscle) into…

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