by Steven | Jun 22, 2021 | Trialogue
Long an institutional focus, ESG is rapidly gaining ground amongst retail advisers helped by regulatory change but also rising consumer demand and product availability. Managers are responding, but as ever it’s a nuanced market. Three years ago, it was difficult to...
by Steven | Feb 17, 2021 | Trialogue
The ETF market recently passed a significant milestone, reaching $100b of assets in January, and we thought it appropriate to mark the occasion with a quick refresher on who’s who in the zoo. The recent growth of ETFs has been staggering, total assets are up nearly...
by Steven | Dec 15, 2020 | Trialogue
Over the last few years, group insurance has become somewhat commoditised within super – funds have typically been reducing benefits to achieve lower premiums and reduce the impact on member balances. So it wasn’t all that surprising when ASIC’s Consumer engagement in...
by Steven | Nov 5, 2020 | Trialogue
It has been difficult to miss APRA’s frustration at the lack of consolidation amongst super funds. The proposed annual performance testing (along with penalties for underperformance) in Budget 2020 may finally provide APRA with the tool to force the Trustee boards of...
by Steven | Oct 22, 2020 | Trialogue
Superannuation in Australia has had a tough year; with memories of a bruising Royal Commission still fresh, the industry has been asked to facilitate early access to super on a scale never before seen, all while helping members through a global pandemic and the...
by Steven | Oct 7, 2020 | Trialogue
Doom and gloom predictions about the future of the financial advice industry are widespread, and while there’s no doubt that significant change is occurring, we see a rapid lift in advice quality that presents somewhat of a ‘coming of age’ for advice. The ‘advice gap’...
