Category: 2023

Evolving the private wealth advice model to support UHNW investors’ needs

Provided by Praemium Ultra-high-net-worth (UHNW) investors, those with $10m+ in investable assets, face unique challenges and opportunities in today’s financial landscape. Against the backdrop of rising interest rates and cost […]

How to manage the transition to managed accounts in your advice firm

By Andrew Braun, General Manager Marketing, Netwealth Managed accounts can offer many benefits for advice firms and their clients, but they also require careful planning and communication to implement successfully. […]

Sector review for 2023

By Grady Wulff, Market Analyst, Third Party Platform As we head into the final month of 2023, it’s time to look back at how the sectors on the ASX performed […]

AML to-do’s in 2024

By Manish Ghiya, Principal, Compliense Advisors The New year is around the corner, and it may be time to make a list of AML to-do’s for 2024, triggered by compliance […]

Key findings from AFCA’s 2023 annual review

AFCA has issued its annual review for the financial year 2022/23 and it makes interesting reading for those in the financial investments and advice sector. Complaints numbers are up The […]

Cboe Australia successfully launches global block trading platform Cboe BIDS Australia

Interview with Murrough O’Brien, Head of Cboe BIDS APAC How was Cboe BIDS Australia launched? We launched Cboe BIDS Australia (“BIDS Australia”) this year in two phases. On March 27th, […]

Trends for the next decade of sustainable investing

By Jessica Alsford, Morgan Stanley Institute of Sustainable Investing Sustainable finance will be shaped by new investment strategies, demand for resources and more stringent regulations. Key takeaways Expect a greater […]

It’s now or never for the great wealth transfer

By George Haramis, CEO & Co-Founder, moneyGPS Why firms must get relevant and accessible or risk losing hard-earned client wealth. Recent HSBC research shows that the vast majority (96%) of […]

High Net Worth investor behaviours FY23

By Stuart Frith, Head of Data, FinClear You know what your clients did last year, but how did they compare to other retail investors? When it comes to investment strategies, […]

Equity markets: Finding value through ASX closing auctions

By Rob Nash, Senior Manager, Head of Equities Relationship Management, ASX In the first half of 2023, the Australian cash market average traded value was A$7.6 billion. In this article, […]