Category: Industry Insights

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 […]

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 ridden the Santa rally since December 2024 with the ASX […]

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 transactions. This review seeks input from all stakeholders on potential […]

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, […]