by Steven | Sep 9, 2020 | Trialogue
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...
by Steven | Apr 19, 2020 | Trialogue
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...
by Steven | Jan 24, 2020 | Trialogue
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. The revelations of the Royal Commission have called into question long established ways of...
by Steven | Oct 22, 2019 | Default, Trialogue
It’s our view that the industry in Australia has reached an inflection point where the haze of the past 12 months has started to lift and structural changes are emerging. In this video, David Hutchison examines one of the changes we are...
by Steven | Oct 21, 2019 | Trialogue
It’s our view that the industry in Australia has reached an inflection point where the haze of the past 12 months has started to lift and structural changes are emerging. In this video, Nickola Cable examines one of the innovations we expect to see – a new model...
by Steven | Oct 11, 2019 | Trialogue
Regulators are baring their newly-sharpened teeth empowered not only by the Royal Commission findings but also new legislation. Earlier this year, two additional regulatory reforms were introduced that promise to invite ASIC even more deeply inside the operations of...
