Category: 2026

Relevance at scale: what HNW clients now expect, and the foundations needed to deliver it

HNW clients want advice that feels built for them. Delivering it depends on three things advisers are short of: time, cash in the right place, and data they can trust. […]

One minute to midnight: end-of-life systems need to come off life support

By James Dickson, Founder and Managing Director, Oceanic Consulting Group Frontier AI can now identify day-zero software bugs and backdoors no software tester could conceive of that have lain dormant […]

A nation of investors, 40 years of the ASX Australian Investor Study

Provided by ASX Since 1986, ASX has produced 18 reports in its Australian Investor Study series, capturing the views and retail share participation of approximately 100,000 investors. Marking its 40th […]

A world of opportunity: Inside the L1 Capital Global Long Short Fund

By Mark Landau, Co-Founder and Co-Chief Investment Officer, L1 Capital L1 Capital’s Mark Landau explains how a global investment universe and a flexible long short approach allow the fund to […]

Five questions with Russell McKimm

Five questions with Russell McKimm, Retired Member, Melbourne 1. How long have you been in the Industry? I started in the investment department of Perpetual Trustees in Melbourne in 1975 […]

Navigating the TMX Australia technology migration: A collaborative path forward

By Wiley Warton, Head of Product Development, TMX Australia Exchange As we prepare for our upcoming technology migration to the TMX Trading System, our team approaches this transformation with strong consideration […]

Super Snippets: Don’t fall for the spin

By Darin Tyson-Chan, Editor, selfmanagedsuper You may be aware the media last month reported on a $68 million boost Australian superannuation members are enjoying when they shift from accumulation phase […]

What record SMSF growth means for private wealth advisers

By Paula Day, Head of National Key Accounts and Broker Private Wealth, HUB24 Drawing on insights from the 2026 Class Annual Benchmark Report and a panel discussion at the Class […]

Australian trading technology outlook: Preparing for a more connected market

By Andrew Jappy, Executive General Manager – Asia Pacific (APAC), Iress  Australia’s trading environment is becoming more connected, more automated and increasingly international. For brokers, wealth managers and other financial […]

5 questions with Millie Ferguson

5 questions with Millie Ferguson, Financial Adviser, Morgans Financial, Brisbane 1. How long have you been in the industry? I’ve worked in financial services for over five years, initially starting […]