Category: 2023

SIAA’s 2023 Conference: Change. Challenge. Opportunity

Members of the stockbroking and investment advice industry have provided overwhelmingly positive feedback on the SIAA 2023 Conference held in Sydney on 30 and 31 May. The conference was a […]

Is your Business Continuity Plan up to the challenge?

By Paul Neves, Chief Operating Officer, Oceanic Consulting Group Over the past 15 years, our team have had the privilege of assisting numerous businesses in protecting their staff, maintaining critical […]

From the desk of Amit Goel

Portfolio Manager, Fidelity Global Emerging Markets Recently, I’ve often been asked the questions, ‘Are emerging markets (EM) rebounding? or ‘What’s the current investment case for emerging markets? To answer, I […]

Defensive Darlings demanding their place

By Elfreda Jonker – Investment Specialist, Alphinity Investment Management Contrary to expectations, global equities have rallied since the first banking stress surfaced in the US during March. The MSCI World […]

How can financial advisers help Australian investors

Provided by ASX More Australians than ever are becoming investors. That means advisers have an opportunity to serve more customers – provided they can demonstrate value and meet the needs […]

The next frontier in AI: Computers that think like humans

Provided by Morgan Stanley Cognitive computing creates potential investment opportunities, as companies develop the technology and use it to transform their business. Key takeaways • Cognitive computing harnesses reams of […]

Digitised client onboarding – reducing paperwork and increasing the efficiency of advisors

Provided by InvestCloud If client retention is the biggest concern for every investment advisor, then business development (i.e. growing their business) by default comes in second. Advisors devote on average […]

From big data to bigger data

By Emily Chen, Global Head of Technology Platform, Iress Back in 2006, Wired magazine founding editor Kevin Kelly estimated that the total volume of data produced by humanity — from […]

Growing the profession sustainably

By Alisdair Barr, Founder & CEO, Striver Careers In today’s world, the investment management and stockbroking profession once again has a chance of becoming increasingly popular career options for undergraduates. […]

Traditional platforms or is there a better way?

By Alistair Kadrian, Business Development Manager, HALO Professional Never before have clients been more engaged with the investment process. With digital access to investment news and market updates at clients’ […]