Personalization

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Original insights to help you deliver personalized advice, at scale.

Personalization

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Insight papers

Insight paper

Revealing Member Income Preferences: A Scientific Path to Retirement Personalisation

Today, using revealed preferences methodology, it is estimated that over $145 billion of 55–74 year-old Australians’ superannuation should be transferred into guaranteed lifetime income products to meet their preferences for long-term income certainty.

Revealing Member Income Preferences: A Scientific Path to Retirement Personalisation

Blogs

Blog

Wealth managers: is your personalization strategy a competitive speed bump or a moat?

A personalization strategy is only as good as the data that underpins it. Wealth managers are moving beyond “found” data to create their own unique client data.

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Blog

Three hidden risks in wealth management personalization... and what to do about them

As large wealth management firms head into the middle innings of advice transformation, they’ll face a new set of personalization risks.

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Blog

Without better client diagnostics, direct indexing has limited upside

The frenzy of direct indexing acquisitions will make tax-loss harvesting table stakes. Direct Indexing's upside is personalization, but precise client diagnostics are needed.

Blog

What personalized shoes tell us about unlocking direct indexing’s upside

Today’s portfolio personalization (via direct indexing) can’t be realized with conventional client diagnostics. Look to shoe personalization for clues on how diagnostics need to evolve.

Blog

Foundations: life's three key tradeoffs

All decisions in life, large and small, financial and non-financial, are governed by three key tradeoffs: Risk vs. Return, Today vs. Tomorrow, and Self vs. Others.

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