Category: Monthly articles

Is AI starting to pay its way?

By Rob Crookston, Investment Strategist at Bell Potter Securities The bear case on artificial intelligence has always rested on one question: when does all the spending actually pay off? For […]

Balancing delivery with change

ASX priorities in focus at the SIAA2026 Conference Provided by ASX The “Ask ASX” plenary session at the SIAA2026 Conference gave market participants a rare opportunity to hear directly from […]

The clock is already ticking: Your CHESS Release 2 roadmap starts now

By Gaurav Mehta, Chief Commercial Officer, NOVA CMX Release 1 of the CHESS replacement went live in April 2026. There was relief, a few celebratory drinks, and perhaps some hope […]

Recent FSCP decisions

Since the March edition of the newsletter there has been a spate of seven decisions from the Financial Services and Credit Panel. Four involved fees for no service and two […]

What do you mean private credit?

Quarterly Global Credit Solutions investor letter (Q1 2026) By Frank Danieli, Managing Director, Head of Global Credit Solutions, MA Financial Group In the Global Credit Solutions team at MA Financial, […]

SMA or MDA? Why the question matters more than the answer

Provided by Chelmer For many advice businesses, the conversation about managed accounts eventually comes down to a single question: SMA or MDA? It is a reasonable place to start, but […]

SUPER SNIPPETS: A positive step forward

By Darin Tyson-Chan, Editor of selfmanagedsuper In my last column, I highlighted how the 2026 federal budget is going to make investing in the superannuation environment a lot more attractive […]

Portfolio manager’s perspective: Using options can help manage market volatility and potentially generate income

Hamilton Reiner, CIO of the US Core Equity Team, Head of US Equity Derivatives, J.P. Morgan Asset Management As a kid, I wanted to be a doctor. But when I […]

Beyond retention: Turning data accessibility, protection and governance into competitive advantage

Provided by Iress As firms continue to rethink the role of market data, themes explored in Market Data as a Valuable Strategic Asset provide important context for how the conversation […]

What’s next for Australian secondary markets?

Provided by FCX Australian private markets have consistently grown over the last 10 years, and private capital pools have grown too, with VC assets under management (AUM) sitting at ~A$21 […]