Independent Consultant – Hong Kong
This position will suit a highly experienced, creative, and self-motivated individual who possesses a strong understanding of asset management in …
Industry: Advice
Outsized Impact: Playbooks for Consolidators
The anticipation is for a moderation in the number of IFA firms selling to Consolidators in 2023. Strategic buyers, aligning their offerings with the more comprehensive requirements of selling adviser-owners, are likely to experience a renewed influx in their prospect pipelines.
Inflection Points for the Australian Advice Market
‘Inflection Points’ was the theme of our annual strategy event in Sydney where the team identified a few ways the industry could address the inflection caused by the growing advice gap within the Australian market.
A future industry structure
Advice propositions today are largely based on providing consumers with comprehensive advice (considering a wide range of the consumer’s financial needs, circumstances and products) on an ongoing basis and consumers have either accepted that or not engaged at all.
Sizing the growing Financial Advice Gap
Doom and gloom predictions about the future of the financial advice industry are widespread, and while there’s no doubt that …
Covid-19 Actuarial Modelling of the Pandemic – South Africa
NMG Consulting created a multi-state actuarial model forecasting COVID-19 cases to help understand changes over the long term implications of …
Covid-19 Actuarial Modelling of the Pandemic – South Africa Read More »
Delineating the direct indexing market
Hitherto largely ignored by financial professionals, Millennials are growing up and (if nothing changes) will present a $3tn missed opportunity for asset managers.
NEST’s members: targets for competitors?
The minimum contributions ramp-up is helping drive growth in DC workplace pension flows. In parallel, the switching “secondary market”, long predicted but slow to emerge, is also picking up steam. Against a slow growth UK wealth market, these dynamics make workplace pensions appear tempting for entrants. But with profitability elusive, is this actually a siren song?
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.
The forgotten advice distribution opportunity
There is no doubt that there are significant shifts occurring in the advice industry: FASEA will see many advisers leave …