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 | Nov 30, 2022 | Advice
The underlying competitive advantages enjoyed by banks, coupled with changing regulatory settings could combine to enable the previously unthinkable, the (sensible) return of Australian banks to retail advice. Mass exodus despite growing need At the time, the almost...
by Steven | Oct 31, 2022 | P&C Reinsurance, Private
Key themes Global overview The rising relevance of climate What insurers want Growth returns, for insurers Continued tailwinds, for reinsurance brokers Reinsurance rates to rise further Global overview As if modernising technology platforms and going digital were not...
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...
