Financial Services

Helping the industry catalyze transformation

From tech-enabled innovation and new market entrants to intense cost pressures and expanding customer expectations, wealth and asset management firms will likely change more in the next five years than they have in the last 25 years. We work with wealth and asset management firms to get ahead of the curve to secure a promising future for the industry and improve financial well-being around the world.

It starts with asking better questions – questions about our clients’ most complex problems, serious challenges and growth opportunities. When we ask better questions we find better answers that lead to bolder strategies, more efficient operations and stronger performance.

We cover key issues in these areas:

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Fees and Costs Disclosure: regulatory guide

EY -  Fees and Costs Disclosure: regulatory guide

The disclosure requirements of RG97 have left trustees of superannuation funds and responsible entities of managed funds and investment schemes searching for clarity. Read more.