By Paula Day, Head of National Key Accounts and Broker Private Wealth, HUB24 Drawing on insights from the 2026 Class Annual Benchmark Report and a panel discussion at the Class Ignite Conference held in Sydney in September, this article explores the trends reshaping the SMSF sector and what they mean for private wealth
By Andrew Jappy, Executive General Manager – Asia Pacific (APAC), Iress Australia’s trading environment is becoming more connected, more automated and increasingly international. For brokers, wealth managers and other financial firms, the technology challenge is not simply what to modernise. It is how to connect markets, data and workflows more effectively, while retaining
5 questions with Millie Ferguson, Financial Adviser, Morgans Financial, Brisbane 1. How long have you been in the industry? I’ve worked in financial services for over five years, initially starting my career in accounting before making the move into financial advice. While accounting gave me a great foundation, I realised that what I
By Christian Mariani, US Equity Investment Specialist, J.P. Morgan Asset Management Market swings have prompted some investors to dial back risk and look for solutions that can help buffer their portfolios. Options income1 exchange-traded funds (ETFs) are one potential approach. These strategies aim to help investors stay invested through choppy markets by combining
The stockbroking and investment advice profession is evolving alongside the investors it serves. SIAA’s new insights paper explores how firms can respond to changing expectations, attract future talent and make the value of their work better understood. Australia’s intergenerational wealth transfer, the growth of self-directed investing and the rise of digital and hybrid
Darin Tyson-Chan, Editor of selfmanagedsuper There has been much discussion about superannuation over the past few weeks as to the aims it can achieve for the Australian taxpayer. The current round of debate has been prompted by three elements, being Prime Minister Anthony Albanese’s message that the country’s retirement savings pool, now totalling
By Rob Crookston, Lead Investment Strategist at Bell Potter Securities on behalf of Tandem Securities (part of Bell Financial Group ASX:BFG). Global growth is holding up better than feared, but it remains a story of two forces. A positive technology shock from AI investment and adoption is now a central driver of demand,
