Category: Industry Insights

HNW advisers leading the way in technology adoption

By Matt Walsh, Head of Private Wealth, Praemium In the rapidly evolving landscape of financial advice, high-net-worth (HNW) focused firms are emerging as the clear leaders in technology adoption. With […]

Capital intensity and return on investment

By Maroun Younes, Fidelity International One of the characteristics investors love about new economy stocks, such as those found in the technology and communication services sectors, is that they are […]

Helping clients shine: Key tips for choosing gold stocks

By Grady Wulff, Market Analyst, Bell Financial Group Despite a post US election pull back in the price of the precious commodity, the tailwinds remain in place for gold to […]

What is momentum investing?

By Hugh Lam, Markets, BetaShares Momentum investing is based on the premise that stocks that have performed well will continue to perform well, and stocks that have performed poorly will […]

Why Sharesight works well for investment advisers

By Douglas Morris, CEO, Sharesight Designed for the needs of financial professionals, Sharesight is an award-winning portfolio tracker that allows investment advisers to effortlessly aggregate, manage and track clients’ investments […]

Building bridges: Advisers’ role in the great wealth transfer

By Matt Walsh, Head of Private Wealth Relationships, Praemium It is a pivotal era in wealth management as the great wealth transfer is now underway. With over $1.9 trillion poised […]

CHESS replacement Release 1: Industry Test Approach

By Michelle Huckel, Policy Manager, SIAA As part of the preparations for the implementation of Release 1 of CHESS replacement ASX has issued a paper setting out its approach to […]

How to respond to microaggressions at work

By Nat Ferguson and Kristen Lunman at Powrsuit Been given feedback about your lack of executive presence? Oh, c’mon, smile; your resting bi*tch face makes you unlikeable. Don’t get emotional, […]

The digital assets megatrend transforming finance

By Jason Hoang, CEO – Global Trading & Market Data, Iress The rapid growth in digital assets and new product types in recent years is part of what has been […]

Money Laundering and Terrorism Financing National Risk Assessments released

By Manish Ghiya, Principal, Compliense Advisors AUSTRAC recently released the Money Laundering (ML) and Terrorism Financing (TF) National Risk Assessments 2024 (ML NRA and TF NRA). ML NRA | The […]