Category: Industry Insights

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 industry, for the industry. These accreditations equip professionals with real-world, […]

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 always, investors may benefit most from focusing on company fundamentals […]

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 expects the cash rate to stay above 3.1% through 2026*, […]

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 growth. Traditional methods such as referrals, acquisitions and marketing are […]

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 a compliance milestone – it’s a litmus test for infrastructure […]

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 Global Future Leaders Fund.  From pandemic disruptions and inflation shocks […]

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 since 2006. For Tranche 1 entities – banks, superannuation funds, […]

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 of CHESS replacement. To recap, CHESS replacement will be implemented […]

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. If we do the math, that’s six incidents per hour, […]

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 at ASX across exchange traded funds (ETF) and listed investment […]