by Steven | Feb 28, 2024 | Trialogue
In a retail market starved of growth opportunities, the prospect of new capital pools offered by active ETFs continues to entice asset managers in Australia. To date, despite a flurry of new entrants, few active managers have achieved genuine traction however....
by Steven | Dec 14, 2023 | Trialogue
Large active managers have struggled to maintain pace with passive and niche-active providers in recent years. With a particularly difficult year drawing to an end, what will drive the competitive outlook over the next five years? This has been a particularly trying...
by Steven | Nov 13, 2023 | Featured, Trialogue
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. A growing advice gap Australia’s advice gap has expanded in recent...
by Steven | Aug 1, 2023 | Trialogue
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. Differentiated and (once) symbiotic From its...
by Steven | Apr 24, 2023 | Trialogue
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. Cause for concern Compulsory superannuation and a strong economic backdrop have long made...
by Steven | Mar 13, 2023 | Trialogue
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. A proposal for much-needed change Treasury recently...
