Category: Monthly articles

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 […]

AI in wealth management: The real challenge isn’t the technology

By James Hammond, Vice President, Business Development – APAC, Flextrade The discussion around AI in wealth management often focuses on the tools themselves: copilots, digital advisers, generative AI workflows, automation, […]

Longer-term trends, short-term shocks and the outlook for the economy and fixed income!

By Ivan Colhoun, Consulting Economist, Perpetual Corporate Trust What economists can learn from weather forecasters A number of years ago, the Bureau of Meteorology gave a presentation on their forecasting […]