Have you ever considered how the solutions serving the European transfer agency (TA) market differ against the solutions offered in America and Asia, and the unique characteristics that make up these markets? Taking Europe first, the funds market has traditionally been separated into national silos. It was distinguished by different currencies, regulations, tax laws, customs... MORE
By virtue of its very nature, the super industry understands that it will continually be in a state of change. The size and growth of this industry means that it will always play a major part in Government economic policy in Australia. It is important, however, that these changes count and signify meaningful improvements, rather... MORE
If you had any doubt that Self-Managed Super Funds (SMSFs) were ‘the’ hot area in superannuation and private wealth right now, then you only needed to go to this year’s annual SMSFs Professionals Association (SPAA) conference. The buzz and energy from the participants made the conference unlike any other on the superannuation circuit. Being the... MORE
As we entered 2013, I spent a bit of time taking stock of the previous year and planning for the months ahead. As part of this process I engaged in some interesting conversations with my colleagues, in which we shared our thoughts around the shape of the year ahead for the wealth management industry in... MORE
The last six months has seen an extraordinary level of take-over activity in the Self Managed Super Fund (SMSF) administration space. With even the largest of SMSF administration firms holding less than two per cent of the overall market, the potential for consolidation has become an increasingly hot topic among industry insiders, and many have... MORE
The Eurozone crisis has stuttered along for so long without a solution, it almost feels like the norm. The drawn out nature of the situation has meant though that technology providers have had plenty of time to prepare for the likely eventualities associated with one or more countries exiting the Euro. From a transfer agency... MORE
With Australia’s total pool of superannuation savings recently smashing through the $1.4 trillion mark, one of the more astonishing statistics that we consistently see reported is the proportion of Australians who have little or no understanding of how their retirement savings are being managed. The most recent of these is an ING DIRECT Financial Wellbeing... MORE
With key MySuper implementation dates creeping closer, conversations with our customers have provided interesting insights into how the industry will respond to MySuper and the shape of future product strategy. Decisions regarding product design will not only determine ease of implementation now, but will provide flexibility for future innovation and the ability to win or... MORE
When Bravura Solutions recently opened the lid on the broad topic of ‘what factors do financial service providers consider when selecting technology solutions’, we quickly came to realise that the key issues across the industry are centred on implementation, integration, and strong client/vendor relationships. Some of Bravura Solutions’ Wealth Management clients and other industry experts... MORE
Billed as the biggest shake-up in UK pensions for over a hundred years, auto-enrolment will see up to 11 million employees contributing to a workplace pension over the next five years. Designed to remove the barriers to joining a pension scheme, the reforms are seen as crucial to closing the UK’s growing ‘savings gap’ by... MORE