by Steven | Sep 27, 2022 | Trialogue
There has been a lot said over the past few years about “rise of the (superannuation) titans”. ‘The Titans’1, having now well and truly risen, and with the contributing industry and regulatory conditions generally well understood, we thought it worth a discussion on...
by Steven | Sep 14, 2022 | Featured, Perspectives
That institutional customers would look for long-term relationships with ‘good partners’ is both intuitive and uncontroversial: broadly, and across industries. Less well appreciated perhaps is that core to successful long-term partnerships is a well-formulated,...
by Steven | Sep 13, 2022 | Advice
To date, financial advice has largely been an all-or-nothing affair. 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...
by Steven | Aug 30, 2022 | Default
Intermediaries in Canada have been vocal about their concerns with soaring group disability insurance prices and a lack of high-quality disability management, since the start of the Covid-19 pandemic. However, insurers have faced several challenges, including finding...
by Steven | Aug 29, 2022 | Default
本文基於對全球資產管理行業的取證和觀察；然而，這些經驗同樣適用於傳統上通過面對面接觸來支持企業間關係的其他行業。 將目標客戶轉變為客戶的過程通常依賴於信任的發展，尤其是信任供應商能夠提供具有預期價值的產品和服務。在競爭激烈的資產管理行業，這種信任傳統上是通過面對面（“F2F”）互動來幫助建立的。這些與資管經理的人際交往對解釋投資理念和能力、協調服務和建立責任來說至關重要。然而，新冠疫情改變了面對面互動的準則，從而影響了信任建立的過程。 新興客戶偏好畫像 通過對14 個國家/地區的3,000...
