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A word on global equities
By James Abela, Co-Portfolio Manager of the Fidelity Global Future Leaders Fund Early in 2025, concerns emerged about inflation, geopolitical risk, interest rates, consumer confidence, business spending and valuations, however as the year progressed, concerns have eased with companies consistently delivering reasonable results. Company earnings results have been particularly strong in areas of
ASIC’s Report 824 signals heightened scrutiny of SMSF Establishment Advice
By James Dickson, Managing Director, Oceanic Consulting Group The self-managed superannuation fund (SMSF) sector continues to expand and now represents around $1 trillion in assets, or roughly a quarter of Australia’s superannuation system. As this pool of capital grows, ASIC is increasing its focus on how advisers guide clients into SMSFs. ASIC’s Report
Advice in 2035: A decade of transformation ahead
By Denis Orrock, Chief Strategy Officer, Praemium As we look ahead to the next decade, the world of financial advice and wealth management is set for radical transformation. The convergence of technology, data, and evolving client expectations will reshape how advisers deliver value, scale their businesses, and personalise their services. By 2035, advisers
Road map to Australia’s public markets
Michelle Huckel, Policy Manager, SIAA ASIC has provided its response to its discussion paper on Australia’s evolving capital markets including a roadmap for Australia’s public and private markets. ASIC has highlighted that Australia needs both private and public markets that are strong and well-functioning. While most of ASIC’s response deals with issues concerning
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CY25: gold glitters, AI accelerates and defence dominates — Are markets set for one more Santa rally?
By Grady Wulff, Senior Market Analyst, Tandem Securities Is the Santa rally set to continue? It feels like we have
ASX consultation on shareholder approval rules—what brokers and advisers need to know
Provided by ASX The Australian Securities Exchange (ASX) has opened a public consultation on shareholder approval requirements for certain corporate
Your guide to SIAA’s industry-developed RG146 accreditations
As the premier education arm of the Stockbrokers and Investment Advisers Association (SIAA), our RG146-accredited courses are developed by the
What’s next for US equities?
The US economy and equity markets show continued signs of strength, even amid concerns about tariffs and Fed policy. As
Navigating fixed income: Direct vs fund access
Emily Boden & Dale Pereira, Perpetual Economists and the RBA agree: rates are set to stay “higher for longer.” NAB
Personalisation at scale: Rethinking client engagement for HNW growth
By Mark Hannan, New Business Manager, Praemium In today’s competitive private wealth sector, expanding the client book is essential for
Framing the shift to T+1
By Tony Gangemi, Senior Product Manager, Iress T+1: infrastructure under pressure The global shift to T+1 settlement is more than
Five years on: Why balance over hype matters
By James Abela, Co-Portfolio Manager, Fidelity Global Future Leaders Fund September marks the five-year anniversary since we launched the Fidelity
AML/CTF reform momentum accelerates – What wealth managers need to know, and how LAB Group keeps you ahead
By Nick Boudrie, LAB Group Australia’s AML/CTF Amendment Act 2024 is the most significant compliance reform for the financial sector
CHESS — It’s time to test for Release 1
By Michelle Huckel, Policy Manager, SIAA It’s time for Clearing Participants to get ready to test the introduction of Release 1
Protect your clients: 5 critical questions to ask your tech provider
By Doug Morris, Chief Executive Officer, Sharesight. Every 10 minutes, the Australian Cyber Security Centre receives a report of cybercrime.
ASX investment products – a year in review
By Aaron Viscayno, Business Development Associate, Investment Products, ASX It’s been an eventful financial year in the investment products space