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 […]
Sizing the growing Financial Advice Gap Read More »
Doom and gloom predictions about the future of the financial advice industry are widespread, and while there’s no doubt that […]
Sizing the growing Financial Advice Gap Read More »
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 »
Hitherto largely ignored by financial professionals, Millennials are growing up and (if nothing changes) will present a $3tn missed opportunity for asset managers.
Delineating the direct indexing market Read More »
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?
NEST’s members: targets for competitors? Read More »
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.
Financial advice reimagined Read More »
There is no doubt that there are significant shifts occurring in the advice industry: FASEA will see many advisers leave
The forgotten advice distribution opportunity Read More »
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.
The advice gap is dramatically overstated Read More »
The threat to vertical integration has receded but financial advice is under attack. Ongoing fees underwrite the economics of advice, but if services are not delivered, a crime may have been committed.
Advice fees but no service: a question of criminal law Read More »