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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.

February 4, 2019
Royal Commission quietly decimates advice industry.

With quiet fury, Commissioner Hayne handed down his report. His commentary was scathing. The participants in Australia’s…

December 3, 2018
When is vertical integration OK?

Our industry has grown up relying on vertical integration- a model coming under increasing pressure. The banks are divesting from their wealth businesses, and there are strong views …

November 1, 2018
Platform fees: the new frontier

The way platforms charge clients has been undergoing steady (if not disruptive) change as the large providers…

September 19, 2018
Robo-advice: what happens when you peak too early?

About a year ago we published a series of Trialogues titled ‘lots of robo, not much advice’….

August 21, 2018
Advisers are happier than ever with platforms

Platforms continue to play a critical role in advisers’ businesses, providing a means to efficiently administer, report…

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…

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