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September 13, 2022
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.
July 26, 2022
Performance Fees – Increasingly popular, and more complex than they appear
Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you…
May 25, 2022
Global Fixed Income – A diamond in the rough
Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers…
March 3, 2022
Winning the Millennial wealth segment
Hitherto largely ignored by financial professionals, Millennials are growing up and (if nothing changes) will present a $3tn missed opportunity for asset managers.
January 4, 2022
Will insurers continue to dominate the Canadian Group Retirement market?
Many pension systems globally started with insurers dominating the competitive landscape, though insurers often struggled to retain their share as the markets matured
November 29, 2021
MPS Market Landscape: Part 2 – DFM Responses to Asset Manager MPS
Given growing competition from asset managers, what can DFMs do to protect and grow their share of the financial adviser channel?