Category: SIAA Newsroom

Redefining the stockbroker client experience through tech

By Alison Sarich, CEO & Managing Director, Complii Enhancing the client experience Stockbrokers and advisers are at the centre of a transformational time: in today’s evolving financial landscape, leadership demands […]

Updated AML/CTF Act implementation – Some key pointers

By Manish Ghiya, Principal, Compliense Advisors a) What are AML/CTF reforms and why do they matter | The updated Australian Anti-Money Laundering and Counter-Terrorism Financing Act (AML/CTF Act), amended by […]

How NAB tripled FUM and increased client satisfaction

A Fixed Income Intelligence case study! By Emily Boden, Head of Institutional Sales and Relationship Management,  Perpetual For Perpetual Corporate Trust (PCT), the Nab Wealth/Fixed Income Intelligence (FII) client relationship […]

The renewed appeal of cash: Why term deposits and cash accounts belong in every client portfolio

By Australian Money Market (AMM) In an investment climate marked by volatility, shifting rate cycles, and a renewed focus on capital preservation, cash is enjoying a well-deserved renaissance. Once viewed […]

Fixed income remains key to long-term diversification

By Sara Devereux, Global Head of Fixed Income Group, Vanguard While the 2 April tariff announcements were more severe than anticipated, Vanguard’s active fixed income managers were well-prepared for the […]

How to future-proof your practice in the era of self-managed investing

By Doug Morris, CEO, Sharesight Digital technology is transforming how Australians manage their money. From banking apps to budgeting platforms, and increasingly, self-directed investing tools, digital solutions are now deeply […]

Global private equity investing: Diversification, done right

By Rachael Lockyer, Head of Australia – MLC Private Equity Nobel prize winner Harry Markowitz famously stated that “the only free lunch in finance is diversification”, because when done properly, […]

Growing your client base with customised wealth solutions

By Matt Walsh, General Manager Distribution, Praemium High-net-worth (HNW) clients increasingly seek investment solutions that reflect their unique preferences, financial goals, and desire for direct access to a broader range […]

How can global small to mid-caps benefit investor portfolios?

By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies Large-cap companies like those in the Magnificent 7 have dominated headlines. But why is taking a position in an asset class […]

Money moves – but what does it cost?

By Simon Blyth, FinClear FX has shifted from necessary process to a performance lever central to successful investing in 2025. So what is your FX solution really costing you? Brokers […]