Video: AUSIEX release new findings profiling advised SMSF clients
AUSIEX National Manager of Strategic Relationships, Christopher Hill, spoke to Danielle Ecuyer on ausbiz TV recently to discuss analysis from AUSIEX’s latest research paper 'SMSFs Under Advice'.
Video: AUSIEX partners with Saxo Australia
Our CEO Patrick Salis spoke to Danielle Ecuyer on ausbiz TV recently to discuss AUSIEX’s new partnership with Saxo Markets Australia.
How active equity managers are performing in 2023
It was forecast to be a year for active managers to shine – so how are they tracking?
Outlook ripe for active ETFs to prove their worth
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?
Why some experts believe small caps may be ripe for revival
There is increasing interest outside the top ASX stocks as local small companies come back onto the radar – is it justified?
Key takeouts from reporting season
Five experts give their verdict on the recent ASX reporting season.
Asian tigers set to earn their stripes
Key indicators point to a better decade ahead for regional share markets
Smarter strategies needed to invest the energy crisis challenge
The Federal government has released its first offshore petroleum exploration permits, ensuring growth in the oil and gas sector at a time when it is seeking to boost its climate change credentials. The government’s divergent approach is symptomatic of a dilemma facing investors in the energy market – which way to play the energy crisis.
Margins, outlook statements the key to 2022 profit season
High commodity prices and a post-COVID bounce in employment and spending will drive results for 2022, but rates and inflation pose threats into next year.
ESG Risk: Navigating green claims and credentials
ESG claims are under increased scrutiny and investors and advisers need to take care.
Advised SMSF Clients Drive New Accounts, Trading Activity
Self-managed super funds guided by advisers have re-emerged as a distinct force in the Australian market since the pandemic, driving growth in account numbers, overtaking self-directed SMSFs by new account openings and showing more engagement in their trading than non-advised SMSFs, according to new AUSIEX data.
Crypto ETFs are coming
Two of the hottest investment markets – Exchange Traded Funds (ETFs) and cryptocurrencies – have rapidly come together amid clamor for liquid, transparent and fair vehicles that allow retail investors to access digital assets.
The rise of active ETFs challenges Listed Investment Companies and Trusts
A spate of new listings and fund conversions have sparked predictions that active Exchange Traded Funds (ETFs) will soon overtake the older listed investment company (LIC) sector as the preferred channel for diversified equity and debt investments.
Get ready for the new design and distribution obligation regime
New financial products' legislation puts the customer at the centre of design and distribution considerations, but the obligations fall on issuers and distributors.
Active fund managers embrace ETFs
Active fund managers are increasingly moving into the exchange traded fund (ETF) space, creating more choice for investors.
Lessons from 1937: Will US stocks rally from here?
International growth is expected go from strength to strength over the next 12 months and while the US economy is expected to benefit, it’s worth asking the question: has the market already priced in a lot of the US economy’s recent gains and can such growth sustain its market rally?
Industry response to climate change nears tipping point
The global economy is being impacted by several long-term trends that are disrupting business and remoulding markets. In a series of articles, we will update you on the impact these megatrends are having on investors and the asset management industry. The first megatrend we will explore is climate change and the need for rapid decarbonisation to prevent catastrophic impacts.
Head in the clouds
Thanks to COVID-19 and the quick thinking of savvy investors, the age-old adage that to have ones’ ‘head in the clouds’ is an insult might be about to change.
Australia in recession: the key factors affecting our economic recovery
All eyes will be on the RBA in November and December as it ponders a potentially significant rate cut. But there are other factors to consider in the face of a very uneven recession.
Demand for financial advice is soaring during COVID-19
The pandemic and lockdowns have increased collaboration between advisers and clients, including the demand for financial advice.
The role of super funds during COVID-19
Access to their super has assisted many Australians during the COVID-19 pandemic. But these savings will also need to underpin the recovery as we navigate out of economic crisis.
Bridging the generation gap in financial advice
COVID-19 has accelerated a generational shift to digital offerings and this – along with the cost of financial advice – represents the biggest challenge to winning over savvy consumers.
ASIC and COVID-19: regulator updates priorities for 2020
ASIC wants financial advisers to meet both the challenges of COVID-19 and the needs of their clients. Here’s what the regulator is focusing on.
Adapting to FASEA's Code of Ethics
FASEA’s Code of Ethics now applies to all financial advisers. Here’s what you need to know about adapting to the current regulatory guidance.
New FASEA guidelines to explain the Code of Ethics
In response to the new Code of Ethics for financial advisers, FASEA has issued guidelines to help advisers understand the requirements.
Single Touch Payroll is here
Employees are covered when it comes to superannuation with the ATO’s matching initiative.
Five ways your firm can fight back against cyber risks
Taking action now to safeguard your business against attacks can save you time, money and your reputation.
Dispute resolution: ASIC trains its spotlight on social media
ASIC is inviting submissions on whether internal dispute resolution schemes should proactively address complaints made on a firm’s social media platform.
Dealing with clients in personal and financial distress
Remaining focussed on the financial fallout is the best way to walk the fine line between adviser and mentor.
Making flexible work realistic for financial advice practices
Three ways to make flexible working arrangements realistic for financial advice practices.
9 things you may not know about the FASEA blueprint
FASEA announced a revised education framework in late-2018 with some welcome modifications. Here’s what financial advisers may not know about the blueprint.
Investing in Thematic ETFs now needs Active Management
Thematic ETFs have boomed during the dramatic equity market recovery that has followed the Covid-19 shock, dubbed ”the everything rally”. Going forward, investors will need to be more selective and ensure their thematic ETFs are based on solid, confirmed megatrends that have a probability of play out over the long term.