Our clients often ask us why it can be difficult to be included on a Dealer Group’s Recommended or Approved Product List (APL). How can it be such an onerous process? This Insight has been written to delve deeper into…
Insights
Insight #30 In with MIST out with BRIC – does it make a difference?
An article in Business Week late last year by Eric Martin (9 August 2012) was headlined “Move over BRIC’s, here come MIST’s”. Gateway had just completed a project for a BRIC manager and this headline caught our attention – was…
Insight #29 -The advancing role of technology based marketing for Financial Services and the role of Social Media
Globally, Financial Services businesses have been slower than other industries to respond to technological based communication and more specifically Social Media. This is most likely because they have been subject to a number of other major distractions – including continuing…
Insights # 28 ETFs v managed funds – not a binary decision
While the use of ETFs continues to accelerate in the Australian financial services industry, institutional investors have been slow to adopt these investment tools. Research and anecdotal feedback indicates the same themes of need for education and investment application still…
Insights # 27 Why demonstrating your people power is important!
Is there more to performance than performance? Australian gatekeepers – Asset Consultants and Research Houses, typically say that performance is only one aspect in their assessment of a fund manager. The other elements include people, process, business and philosophy. At…
Insights # 26 FOFA – an update on what, why and who is influencing this impending legislation
Where we are at……. 2011 has again been an extraordinary year in financial services. Amongst the backdrop of continued world investment market uncertainty here in Australia we have seen the proposed legislation for the Future of Financial Advice (FOFA) tabled…
Insights # 25 What all fund managers need to know about Managed Investment Schemes & RE’s
The constant question Questions that consistently arise when talking to managers both here and overseas are – what is the difference in Australia between a registered managed investment scheme and an unregistered managed investment scheme and why would one be…
Insights # 24 Investment Bubbles – Markets Summit 2011 Key Takeouts Investment
Investment bubbles will always be a hotly debated topic amongst the global investment community. There are often discussions that there may be significant bubbles building in the global economy. Do you agree or disagree that this is the case at…
Insights # 23 Bye to FIF, hello to FAF
At the recent Australasian Financial Forum chaired by David Thomas of ThinkGlobal Consulting, participants had a very informative presentation from Andrew Clements, a taxation partner at Malleson Stephen Jacques. For this Insight we thought it would extremely useful for our…
Insights # 22 The Australian Superannuation Market A Gateway guide for new market entrants Introduction
Introduction Superannuation accounts for in excess of 60% of all funds inflows in Australia. Australians have over a trillion dollars in Superannuation savings. For fund managers, both offshore and onshore it is the ability to tap into this huge pool…
