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Everything from AUSIEX

Tips for trading international shares

The slump in global markets in early August is a reminder that inefficient execution has a real impact on offshore trading strategies, notes AUSIEX. The S&P 500 and Nasdaq Composite

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02 Sep 2024

How advisers can better navigate the rise of wealthy female investors

There have been significant changes over the past few decades with respect to female participation in the workforce and higher education – and indeed in investing, notes AUSIEX. Although females

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30 Aug 2024

How advisers can better help investors play the AI theme

With NVIDIA upcoming earnings announcement, should investors buy direct shares of AI stocks or take a different approach, writes Brett Grant, Head of Product, Marketing & Customer Experience at AUSIEX.

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21 Aug 2024

Australian equity markets can be better used

The role of public equity markets in taking Australian businesses from start-up to major economic contributors is not working as effectively as it could, suggests AUSIEX. While there is increasing

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03 Jul 2024

Next steps for advisers in intergenerational wealth transfer

Within five years, all Baby Boomers will be eligible for retirement and the Baby Boomer ‘bubble’ will have all but deflated out of the workforce by 2028; notes a research

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21 May 2024

SMSF’s turn to advisers amid market uncertainty

The uncertain market conditions of 2023 triggered a rebound in the number of self managed superannuation funds (SMSFs) seeking financial advice, according to AUSIEX, Australia’s leading wholesale broker. Analysing a

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19 Mar 2024

Advisers turn to ETFs, especially for younger investors

More financial advisers are recommending low-cost exchange traded funds (ETFs), new research has revealed. Nearly a third (30.9%) of buying volumes from advisers was directed to ETFs in 2023, according

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09 Feb 2024

US market may turn up more opportunities than just artificial intelligence

Advisers looking to gain exposure to US equities for clients, can choose from a relatively small selection of ETFs and managed funds that target the market specifically. US equities accounted

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25 Jan 2024

Is it time to hedge global equity investments?

The slide in the Australian dollar (A$) last year begs the question of whether it’s time to consider hedging global equity portfolios in anticipation of a potential rebound in the

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23 Jan 2024

AUSIEX partners with Saxo to provide integrated international trading solution for advisers

Leading wholesale trading platform AUSIEX, a part of NRI, has partnered with online trading and investment specialist Saxo Australia to deliver an integrated international trading solution for financial advisers. AUSIEX said that the wide-ranging

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28 Sep 2023

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]