Mispriced Markets
Analysis of previous market cycles shows that share prices can deviate substantially from reality, often for extended periods – over time share valuations are however supported by earnings which depend on sustained economic growth, and markets ultimately revert to normalised levels. It is particularly difficult to forecast the impact of new technology on earnings as […]
Read more...Measuring Plan Effectiveness
Topics in 401(k) Distribution: eighth in a series When plan sponsors, providers and advisors talk about plan health or plan effectiveness, what’s driving their view? Is it familiar, conventional plan metrics, participant outcomes or some blend of the two? Over three research waves since 2012 we’ve seen a fairly stable blend of both perspectives with […]
Read more...The Leading Global Asset Manager Brands
An asset manager segmentation framework to explain competitive dynamics Part of NMG’s Leading Global Asset Manager Brands Insights Report. Download the full report here. We have noted that few international asset manager brands are recognised across geographies and products. We also observe differences amongst local managers: some are large institutions with distribution advantage while others are […]
Read more...Why do I need to be insured?
Article by Pierre van Zijl (NMG Personal Wealth) As Financial Advisers, we often experience resistance from clients when recommending life insurance. However, have you ever asked yourself the questions: “What would happen to my family if they no longer received an ongoing income as a result of my death or disability?” I was reminded of […]
Read more...Invest in your brand: Ignore what they say, watch what they do
It will be no surprise to anyone that when we asked almost 500 institutional asset management buyers globally about how important an asset manager’s brand is in their decision making process, the overwhelming response is that it isn’t important at all. In fact, the institutions we spoke to as part of the annual NMG Global […]
Read more...NU partners with PIA, Flaspöhler for groundbreaking survey of independent agents
Launching this week, the 2017 National Underwriter/PIA Independent Agent Survey will provide unprecedented insight into agents’ needs. Independent agents of America, start watching your inbox. National Underwriter Property & Casualty, in partnership with the National Association of Professional Insurance Agents (PIA) and Flaspöhler, part of NMG Consulting, will conduct the 2017 National Underwriter/PIA Independent Agent Survey, […]
Read more...Top 50 Global Asset Manager Brands
NMG’s Global Asset Manager report is the first globally consistent asset management study that examines brand positioning, key success factors and industry dynamics. Search the top 50 global asset manager brands in the interactive chart below, or download the full report here.
Read more...The Financial Planner
Yoren Chetty, NMG Financial Advisor, is featured on the latest Financial Planner magazine, addressing 10 tips on dealing with the harsh reality of retrenchment.
Read more...The Agile RIA
401(k) Distribution: The Decade Just Ended – seventh in a series Although more than one in five 401(k) advisors (22%) describe their primary affiliation as a registered investment advisor, a total of 57% write at least some business as an RIA (or as investment advisor representative (IAR) under a corporate RIA). This ranges from 73% […]
Read more...No ‘GoogleSuper’ on the horizon
It is unlikely that a “mythical new entrant” will disrupt the Australian superannuation industry, argues an industry consultant. Despite a spate of “doomsday predictions” about the disruption of Australian superannuation, the structural realities of default superannuation make it difficult to imagine the emergence of a ‘GoogleSuper’, says Tria Investment Partners. In the latest ‘Trialogue’ article, […]
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