Category: Industry Insights

CHESS — It’s time to test for Release 1

By Michelle Huckel, Policy Manager, SIAA It’s time for Clearing Participants to get ready to test the introduction of Release 1 of CHESS replacement. To recap, CHESS replacement will be implemented […]

Protect your clients: 5 critical questions to ask your tech provider

By Doug Morris, Chief Executive Officer, Sharesight. Every 10 minutes, the Australian Cyber Security Centre receives a report of cybercrime. If we do the math, that’s six incidents per hour, […]

ASX investment products – a year in review

By Aaron Viscayno, Business Development Associate, Investment Products, ASX It’s been an eventful financial year in the investment products space at ASX across exchange traded funds (ETF) and listed investment […]

In Tandem with the market: Dissecting the ASX Reporting Season

By Grady Wulff, Senior Market Analyst, Tandem Securities Another ASX reporting season is in the books, and it’s been a wild ride. We’ve seen significant share price movements on the […]

Jacobs Solutions: From cyclical roots to a technology-driven future

By David Steinthal, Chief Investment Officer, L1 Capital International Jacobs Solutions (Jacobs) was founded in 1947 by Joseph Jacobs as a one-man chemical engineering consulting business. Over the next nearly […]

Unveiling tomorrow’s titans – A case study on Arista Networks

By Maroun Younes, Co-Portfolio Manager, Fidelity Global Future Leaders strategy In the fast-paced world of technology, identifying future market leaders can be akin to finding a needle in a haystack. But if […]

From insight to impact

By Trista Wang, Iress From trading desks to compliance engines, financial firms are awash in dashboards and analytics. Yet turning those insights into strategic action remains a challenge. It’s often […]

Mind the gap: aligning recommendations with expectations on alternatives

By Matt Walsh, Praemium Alternative investments are increasingly viewed by high-net-worth (HNW) clients as a core part of their portfolio strategy, representing a fundamental shift in how sophisticated investors approach […]

Advisers and traders in Australia’s wealth market ask what about interoperability

Provided by FlexTrade In Australia’s evolving wealth management market, interoperability is emerging as the solution to the challenges faced by the numerous brokers serving the active trader and financial adviser […]

Portfolio assurance: The model portfolio imperative

Stuart Holdsworth, Founder CEO Financial Simplicity. Model portfolios are no longer a tactical convenience—they have become a strategic imperative in wealth management. As the industry moves deeper into an era […]