December 9, 2023
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November 20, 2023
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.
November 13, 2023
Australia’s latent demand for financial advice is worth over A$2.2bn annually. Meeting this demand would have a profound impact on the lives of millions of Australians but requires bold policy resets.
November 2, 2023
Good brands bring competitive benefit. This is especially true in reinsurance, an industry where partnerships and capabilities are critical to out-performance longer term. Our 2023 Top 50 global brand rankings for Property & Casualty reinsurance offer insight into overall brand performance.
August 1, 2023
Industry funds’ dominance of Australia’s retirement system is widely acknowledged, though their infiltration of the HNW segment has stayed largely under the radar. This poses new challenges for retail competitors.
July 4, 2023
Specialist alternatives managers have taken the lion’s share of alternatives inflows and enjoyed the associated high margins, but the shift to focus on retail demand for alternatives plays right into the hands of traditional asset managers.