Category: SIAA Newsroom

Five steps to protect your customer data – and your firm’s reputation

By Anna Johnston, Principal, Salinger Privacy From protecting against a significant data breach, to managing the challenges of new technologies like generative AI, it’s no surprise that privacy risk management […]

Mid caps can add extra dimension to blue chip portfolios

By Brett Grant, Head of Product, CX and Marketing, AUSIEX Australia’s biggest companies are an understandable linchpin of a majority of portfolios, but companies just outside that cohort, can provide […]

Managed Investment Schemes under review

Treasury has released its long-awaited consultation paper on its review of Managed Investment Schemes. Those interested in the progress of the Compensation Scheme of Last Resort through Parliament will remember […]

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 […]