Category: SIAA Newsroom

Financial advice licensees to pay the lion’s share of the CSLR industry levy

Provided by Michelle Huckel, Policy Manager, SIAA The Compensation Scheme of Last Resort (CSLR) has released the estimates for the industry funded levy, with licensees that provide advice to retail […]

Interoperability trending in 2024

Provided by Michael Barbera, Chief Product Officer – Trading, Iress The race to improve the communication and exchange of data between applications – or interoperability – is at last beginning […]

Chipping away at the semiconductor market

Provided by Magellan It’s a fascinating time in the semiconductor chip market. Thanks to the proliferation of devices, and even cars, that are heavily dependent on chip availability, and geopolitical […]

Big changes proposed for Cboe Australia market

Provided by Michelle Huckel, Policy Manager, SIAA Cboe Australia is proposing an Australian launch of Cboe’s Global Listings Platform that will enable companies (domestic and foreign) and closed-ended investments (such […]

ASX capital markets: 2023 year in review and 2024 outlook

By Alice Nguyen, ASX Listings While the IPO market was relatively quiet in 2022 and 2023, ASX has seen more than $1 trillion in additional capital quoted on the market […]

Don’t let communication errors with clients become deal-breakers

By Danielle Labotka, Behavioural Scientist (Saving & Retirement), Morningstar Issues in communication can often be seen as inconsequential, which is reflected in how we talk about them — “verbal flubs,” […]

Humans and machines and the rise of AI

By Andrew Braun, General Manager of Marketing, Netwealth Machines and humans have worked together for centuries, and the new breed of supercomputers and AI are set to supercharge advice firms. […]

Cloudy with a chance of price hikes: and ‘trendy’ investment themes to watch

By Jessica Amir, Market Strategist, Moomoo Your recent Valentine’s Day may have experienced a ‘dampener’ thanks to higher than usual prices for our chocolate and wine pairings. The Australian wine […]

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. […]