How to make cash work hard – while you don’t

By Bill Keogh, CEO Transact1, a FinClear Group company As rates remain high, investors should expect strong returns on cash holdings, which provides low risk, strong risk-adjusted returns, and liquidity […]

SIAA Monthly – June 2024

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – June edition PDF   FEATURE ARTICLES From traditional broking to digital wealth wizards: How tech-savvy brokers […]

SIAA Monthly – June 2024

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – June edition PDF   FEATURE ARTICLES From traditional broking to digital wealth wizards: How tech-savvy brokers […]

The future of wealth: key insights in APAC

Provided by Paul Charmatz, LSEG LSEG’s latest sponsored research looks at the changes that are impacting the wealth industry today and unpacks the views of respondents across the globe.  Accelerating […]

Navigating uncertainty: The future of securities processing in a T+1 settlement era

Provided by Katie O’Connor, S&P Global In the dynamic world of finance, the rapid and accurate processing of securities transactions is essential for maintaining the integrity and efficiency of global […]

The evolution of consumer shopping and growth of Amazon

Provided by Magellan Over the past four years, consumers were forced to rapidly change their shopping habits. Where do we stand now? Below we share insights on trends in e-commerce […]

An alternative engagement strategy

Provided by Denis Orrock, Praemium In the dynamic landscape of high-net-worth (HNW) investing, a notable trend has emerged: the growing integration of alternative investments into portfolios. Praemium’s recent research with […]

SIAA Monthly – May 2024

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – May edition PDF   FEATURE ARTICLES Maximising returns and minimising risks: The power of geographical diversification […]

SIAA Monthly – May 2024

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – May edition PDF   FEATURE ARTICLES Maximising returns and minimising risks: The power of geographical diversification […]

Joint Associations Working Group (JAWG) pushes for more flexible education standard for new entrants and career changers

The financial advice sector has unified to improve the pathways for new advisers to enter the profession in response to declining numbers of financial advisers. The Joint Associations Working Group […]