Advice: Back to a better future
The recommendations of the Quality of Advice Review would force large institutions back to the table on advice, re-define digital advice models and have significant flow-on implications for customer-facing channels.
Region: Australia
The Age of the Titans is upon us
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.
Insurance in Super: A new opportunity for funds to differentiate?
Over the last few years, group insurance has become somewhat commoditised within super – funds have typically been reducing benefits …
Insurance in Super: A new opportunity for funds to differentiate? Read More »
Inflection Points for the Australian Platform Market
‘Inflection Points’ was the theme of our annual strategy event in Sydney where the team examined inflection points and discussed opportunities on how companies can compete in the Australian platform market.
Inflection Points for the Australian Asset Management Market
‘Inflection Points’ was the theme of our annual strategy event in Sydney where the team discussed some inflection points across financial advice, platforms and asset management within the Australian market.
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.
The complexity of performance fees
Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you…
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.
A diamond in the rough
Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers…
Find your fixed income goldilocks
Fixed income funds are better designed and marketed to appeal to a sub-set of advisers with a particular fixed income objective than the whole market.