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AI in the wealth industry: The outlook is for advice to become more human, not less
By Maria Lykouras, CEO of Stockbrokers and Investment Advisers Association (SIAA) The financial services industry is grappling with the bigger questions posed by the advent of AI: what does it mean for the future of financial advice, how do clients expectations change with it, and how do we preserve the all-important human touch
Building robust portfolios with a smarter factor solution
Provided by Global X For much of the past decade, investors have largely been forced to pick a side. Growth or value. Momentum or quality. Yet markets rarely move in straight lines, and the rotation between styles has reinforced an important lesson for investors that factor timing is notoriously difficult. That reality is
Asia’s tech revolution is moving from hype to reality
By Cameron Robertson, Portfolio Manager – Platinum Asia Fund Artificial intelligence, robotics and autonomous driving have dominated headlines for the past two years. Much of the market attention has centred on the United States and the handful of mega cap technology companies driving the AI boom. Yet some of the most interesting developments
When markets test conviction, trust the process
Provided by Schroders In highly volatile markets, the pressure to act can be overwhelming. A disciplined investment process helps resist costly reactions. Uncertainty is the greatest test of investment managers’ mettle. Frazzled reaction, or stunned inaction, could determine the fate of hard-earned gains. For fundamental investors, a robust investment process should position portfolios
Archives
Behind the scenes of CHESS Release 1: collaboration, confidence and cutover
Provided by ASX ASX reached an important milestone with CHESS Release 1 going live on 20 April 2026. Andrew Jones,
Capital markets infrastructure is a sovereign capability – it’s time we treated it like one
By David Ferrall, Managing Director and CEO, FinClear Group This is bigger than CHESS CHESS has served Australia well for
Cboe responds to trading enhancements consultation
By Michelle Huckel, Policy Manager, SIAA In February 2026 Cboe consulted with the market on proposed changes to its trading
The value of not over-reacting to geopolitical turmoil
By Duncan Lamont, CFA, Head of Strategic Research, Schroders Moving out of stocks in response to market disruption can be
NSX – The future of competition and innovation in the Australian Market
By Max Cunningham, Managing Director and CEO In my first year as a stockbroker, 1994, the then mutually owned ASX
Investors eyeball upside in healthy, diverse IPO pipeline
By Amit Verma, Senior Manager Listings, ASX As the number of new listings rises, the market wants growth stories it
A good but unforgiving season
By Paul Basha, Equity Strategist at Bell Potter Securities On behalf of Tandem Securities (part of Bell Financial Group ASX:BFG).
Unlocking the whole of wealth opportunity in private wealth
By Anne Hamieh, Head of Private Wealth and Broking, HUB24 Unmet advice needs among High Net Worth (HNW) clients represent
Your guide to SIAA’s industry-developed RG146 accreditations
As the premier education arm of the Stockbrokers and Investment Advisers Association (SIAA), our RG146-accredited courses are developed by the
You had me at yield: Why Australian Public Credit is winning the hearts of income investors
By Helen Mason, Portfolio Manager, Schroders Public credit is quickly emerging as a favourite among Australian income investors seeking diversity,
Asia tech: the future is here (and it’s taking passengers)
By Cameron Robertson, Portfolio Manager, Platinum Asia Fund Over the past few years, whether I’m talking to investors, brokers or
Back to basics: The five Ws of Private Debt
By Phil Huber, Head of Portfolio Solutions, Cliffwater Private debt has become one of the most discussed areas of the