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 25, 2022 | Trialogue
We have previously cautioned managers on sprinting headfirst into the active ETF market, which is much more complex than it appears. Those complexities notwithstanding, we remain (sensibly) bullish on the future of the Australian active ETF market. It has been a tough...
by Steven | Aug 4, 2022 | Citylogue
While banks play a pivotal role addressing the protection needs of the Mid-Market globally, UK banks remain reluctant to participate. Based on our most recent industry research, UK banks should re-enter life protection. UK protection gap since bank exits There has...
by Steven | Jul 26, 2022 | Trialogue
Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you. Previously the purview of hedge funds and private equity, performance-based fees (PBFs) are an increasingly popular way for retail asset managers...
by Steven | May 25, 2022 | Trialogue
Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers. We’ve said a lot about the challenges institutional managers are going to face over the next decade; margin compression, increased...
