September 27, 2022
There’s been a lot said over the past few years about “rise of the (superannuation) titans”. ‘The Titans’, having now well and truly risen, and with the contributing industry and regulatory conditions generally well understood, we thought it worth a discussion on what comes next.
September 13, 2022
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.
August 30, 2022
Since the start of Covid-19 pandemic, intermediaries in Canada have shown concern over soaring group disability insurance pricing and a lack of high-quality disability management. However, insurers need to focus on three key areas to tackle a series of challenges they face.
August 25, 2022
It has been a tough start to the year for ETFs (and for asset management in general), headline flows into ETFs to H1 CY22 were down ~23% period-on-period, with market volatility testing the nerves of many investors. However, looking beyond the headline numbers, there’s still a lot to play for.
August 4, 2022
Banks play a pivotal role in serving the life protection needs of mid-market consumers globally. UK banks could address the mid-market protection gap if only they would prioritise life protection.
July 26, 2022
Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you…