Category: Industry Insights

Unlocking the whole of wealth opportunity in private wealth

By Anne Hamieh, Head of Private Wealth and Broking, HUB24 Unmet advice needs among High Net Worth (HNW) clients represent a significant opportunity for private wealth advisers to strengthen relationships […]

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, […]

You had me at yield: Why Australian Public Credit is winning the hearts of income investors

By Helen Mason, Portfolio Manager, Schroders Public credit is quickly emerging as a favourite among Australian income investors seeking diversity, transparency, liquidity – and of course, attractive yields. Public credit […]

Asia tech: the future is here (and it’s taking passengers)

By Cameron Robertson, Portfolio Manager, Platinum Asia Fund Over the past few years, whether I’m talking to investors, brokers or advisers, one of the themes we end up covering is […]

Back to basics: The five Ws of Private Debt

By Phil Huber, Head of Portfolio Solutions, Cliffwater Private debt has become one of the most discussed areas of the investment landscape. Rapid growth and heightened media attention have fueled […]

The compounding power of choice and community

By James Hammond, VP –  Business Development, FlexTrade Systems   As client expectations rise and technology accelerates, broker competitiveness increasingly depends on access to modern, flexible tools. A more competitive […]

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 […]

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 […]

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 […]

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 […]