FoFA and the fault lines shaping advice

Tria was recently asked to participate in a roundtable discussion with a leading group of industry thinkers to discuss the “real future of financial advice”. Along with Tria’s Mark Watmore were representatives from aligned advice groups, independent advice groups, the FPA, and technology providers. As big an impact as FoFA is having, particularly on independent […]

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Governing a $200 billion super fund

Fund governance was a recurring theme of the recent ASFA conference. It’s something we are going to hear a lot more of. Danielle Press, the new CEO of EquipSuper, offered a fairly blunt contrast of the super industry’s expectations of governance from its investments and fund managers; and the (lesser, in her view) governance standards […]

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Why are platform prices falling?

MLC’s announcement of reduced 2012 pricing structure for Masterkey Fundamentals is a reminder of two strong trends in retail wealth: Falling prices for platforms. Intense competition for platform business before FOFA commences. At the Tria Strategy Breakfasts in October we described how the role of platforms as a tollgate in the retail industry’s prevailing business […]

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The $5 trillion super industry

This week’s Trialogue comes to you from the ASFA conference in Brisbane, the annual gathering of the superannuation industry. Tria is speaking at ASFA on the topic of a $5 trillion superannuation industry; ie the future shape of super. As of June 2011, there was around $1.3 trillion in Australian super funds, so there is […]

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Market consolidation – or not?

What’s wrong with this chart? The chart shows the percentage of total super system assets accounted for by funds with greater than $1bn in assets – across all segments including industry funds, public sector funds, corporate funds, and retail (data sourced from annual reports, APRA, and Tria analysis). As can be clearly seen, the share […]

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