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 »
Our goal is to share regular updates to modelled scenarios for the potential development of Covid-19 in Australia (specifically, Victoria
Covid-19: Modelled scenarios for Covid-19 in Victoria and New South Wales Read More »
COVID is clearly more than a ‘phase’. Whilst the spate of super proactive communications has died down it is clear asset managers need to identify a sustainable model for sales and servicing that isn’t overly reliant on face-to-face interactions yet delivers clients and asset managers what they need.
Asset consultants unhappy with engagement from managers Read More »
Below is the Australian Insights Partner Report from the 2022 Global Asset Management Study. Please scroll down to view more.
Global Asset Management Study Read More »
It feels like very old news to even mention the Royal Commission now, but if I can ask you to cast your mind back just 6 months, you might recall that many (including us) were watching the precipitous decline of the aligned advice model and predicting it would decline significantly as a segment in Australia.
Never waste a crisis – new customers flooding aligned advice firms Read More »
The growing gap between consumers’ protection needs and the risk advice industry’s capacity to meet them is the widest for advisers who service middle-class Australians
Growing advice risk gap for middle-class Australians Read More »
The underlying competitive advantages enjoyed by banks, coupled with changing regulatory settings could combine to enable the previously unthinkable, the (sensible) return of Australian banks to retail advice.
Advice. A second chance for banks Read More »
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.
Industry Funds gain further traction in HNW Read More »
On an outlook of healthy contestable flows, plenty of opportunity exists for well-positioned retail equity managers in Australia, despite industry headwinds and global sentiment.
Active’s silver lining Read More »
The wealth management industry in Australia has reached an inflection point where the haze of the past 12 months has started to clear and structural changes are emerging.
A new pricing model for wealth Read More »