wealth management

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 bright future for active ETFs

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.

ETFs: implications for platforms and advisers

The listed fund market in Australia has taken off over the past few years. We’ve written previously about the staggering growth in listed FUM and cautioned that competition is fierce. It’s an important long-term growth opportunity for asset managers to consider carefully, but what does this shift mean for advisers and the platforms that serve them?