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The wealth management industry in Australia: 2012 predictions confirmed and the shape of the year to come

The wealth management industry in Australia: 2012 predictions confirmed and the shape of the year to come

19 February 2013

Roland Slee 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 way forward for SMSF

The way forward for SMSF

29 January 2013

David Barrett 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

In the event of a Eurozone exit, will you be ready?

In the event of a Eurozone exit, will you be ready?

14 January 2013

Aubrey Nestor 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

Creating an emotional connection with retirement savings

Creating an emotional connection with retirement savings

6 December 2012

David Barrett 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

Leveraging MySuper to deliver product and service innovation

Leveraging MySuper to deliver product and service innovation

26 November 2012

Michelle Lusty 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

The right technology: Key considerations for selection

The right technology: Key considerations for selection

16 November 2012

Jon Alder 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

A new dawn: landmark auto-enrolment reforms underway

A new dawn: landmark auto-enrolment reforms underway

9 November 2012

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

Unlocking the hidden value in financial institutions

Unlocking the hidden value in financial institutions

19 September 2012

Roland Slee I recently penned a whitepaper entitled, “Unlocking the hidden value in financial institutions”. The paper’s central message is that having modern core business systems is vital to creating sustainable competitive advantage in today’s fast-changing business environment. I have been reflecting on the relationship between technology innovation and business advantage for decades now; it’s a subject... MORE

‘Surround technology’: Delivering value in the short-term

‘Surround technology’: Delivering value in the short-term

4 September 2012

System integration issues continue to present unique challenges to organisations seeking to make strategic decisions regarding product selection. Delivering applications to satisfy business needs requires an understanding of technology and best practice when faced with the constraints of legacy systems. Where critical business information resides across a variety of operating systems and databases, combining this... MORE

Driving change through innovations in Self Managed Super Fund offerings

Driving change through innovations in Self Managed Super Fund offerings

15 August 2012

Darren Stevens Darren Stevens, our Global Head of Product for Wealth Management recently chaired a round table that discussed driving change through innovation in Self Managed Super Fund (SMSF) offerings. It was a fascinating discussion that saw some leading thinkers from the SMSF sector weighing in. A number of themes were touched upon and debated through the... MORE