Wealth management and superannuation are fast-growing sectors of the Australian economy that are facing significant challenges. Ongoing market volatility is affecting performance, plus the results of the Cooper review and the Future of Financial Advice and FATCA legislative reforms promise more changes and regulation.
The coming changes will create opportunities to win market share through innovation, and new and existing product offerings. Cost reduction activities will also be a key focus to improve margins and to release capital to upgrade member/client services to remain competitive in the marketplace.
How we can help
The Litmus Wealth and Superannuation team assists clients to improve margins through:
We complement our local capabilities by drawing upon Highland Worldwide's global wealth management IP and expertise to benefit our clients.