Category: SIAA Newsroom

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. […]

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, […]