Category: SIAA Newsroom

Life happens when you’re making other plans

By Tom Stevenson, Investment Director, Fidelity From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life […]

What comes after lithium? – Looking for the next boom commodity in junior resources

By John Forwood, Chief Investment Officer, Lowell Resources Funds Management Ltd Lithium stocks have been the best performing resources companies on the ASX over the past three years, up over […]

Meet Australasia’s emerging listed businesses at ASX’s Small- and Mid-Cap Conference

By Ajita Tynan, Manager, Listed Company Services, ASX Heartland Group is just one of a range of listed businesses investors will get to know at this virtual event. Small and […]

Wholesale clients

What’s next for wholesale clients? A lesser-known recommendation of the Quality of Advice Review will impact how licensees classify their wholesale clients. The reviewer, Michelle Levy, was tasked with considering […]

Protecting client portfolios

By Alistair Kadrian, Business Development Manager, HALO Technologies Making money safely for clients is at the heart of why every financial adviser does what they do. Protecting your clients’ portfolios […]

Outlook ripe for active ETFs to prove their worth

Provided by AUSIEX Just having capital is no longer enough to generate decent returns via beta, according to Australia’s Future Fund. So, what does that mean for financial advisers? When […]

Three powerful and compelling benchmarks

By Grant Bloxham, Chief Executive Officer, BStar When we discuss with investment advisers the benchmarking of their business, they are usually focussed on improvement planning. However, the benefits of using […]

Government finally responds to Quality of Advice Review

The government has finally released its response to the Quality of Advice Review Final Report. The report, authored by Michelle Levy, was delivered to the Minister on 16 December 2022 […]

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 […]