All Articles tagged with 'Brett Grant'

You are in Posts tagged 'Brett Grant'

Asset allocation differences widen between advised and non-advised SMSFs

A new report on investor trading trends reveals increasing differences in asset allocation between advised self-managed super funds (SMSFs), self-directed SMSFs and non-SMSF investors. Diversification across asset classes and sectors

continue reading

26 Feb 2025

Number of new SMSFs trading accounts jumps, finds new report

Self-managed super funds (SMSF) traded more over the past year and the value of their holdings increased by 8.8%, found the SMSF Under Advice report, just released by wholesale trading

continue reading

24 Feb 2025

AUSIEX uses NICE CXone to support customer experience innovation

NICE (Nasdaq: NICE) has announced that AUSIEX has implemented the NICE CXone cloud-native contact centre platform to enhance its operational capabilities and customer engagement. After a thorough discovery phase evaluating

continue reading

28 Nov 2024

AUSIEX launches new adviser international share trading offering

Australia’s leading wholesale financial markets trading utility, AUSIEX, has launched a new international share trading offering for financial advisers, to meet rising demand for direct international exposures. The AUSIEX International

continue reading

06 Nov 2024

AUSIEX launches new adviser international share trading offering

Australia’s leading wholesale financial markets trading utility, AUSIEX, has launched a new international share trading offering for financial advisers, to meet rising demand for direct international exposures. The AUSIEX International

continue reading

25 Oct 2024

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

continue reading

02 Sep 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

continue reading

09 Feb 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

continue reading

23 Jan 2024

Fixed interest resurgence fuels inflows, innovation

There was a 24.5% per cent increase in fixed interest ETF buy trades in the half year to end December 2022, according to data from the country’s leading wholesale trading

continue reading

31 Mar 2023

Advisers turn to capital notes to generate more investment income for clients

Financial advisers and their clients continue to seek ways to obtain income in today’s volatile and uncertain markets, and while there remains strong interest in fixed income and dividend income,

continue reading

29 Mar 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 [...]