Category: 2025

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 […]

Golden takeovers – Gold, copper and the growing M&A mining market

By John Forwood, Chief Investment Officer of Lowell Resources Funds Management Pty Ltd  The first half of 2025 has seen an upsurge in metal mining mergers and acquisitions on the […]

ASX Service Release 15

Released on Monday 23 June, ASX Trade Service Release 15 (SR15) will introduce several key equity market rule changes, including the removal of the opening auction stagger, replaced by a […]

Redefining the stockbroker client experience through tech

By Alison Sarich, CEO & Managing Director, Complii Enhancing the client experience Stockbrokers and advisers are at the centre of a transformational time: in today’s evolving financial landscape, leadership demands […]

Updated AML/CTF Act implementation – Some key pointers

By Manish Ghiya, Principal, Compliense Advisors a) What are AML/CTF reforms and why do they matter | The updated Australian Anti-Money Laundering and Counter-Terrorism Financing Act (AML/CTF Act), amended by […]

How NAB tripled FUM and increased client satisfaction

A Fixed Income Intelligence case study! By Emily Boden, Head of Institutional Sales and Relationship Management,  Perpetual For Perpetual Corporate Trust (PCT), the Nab Wealth/Fixed Income Intelligence (FII) client relationship […]

The renewed appeal of cash: Why term deposits and cash accounts belong in every client portfolio

By Australian Money Market (AMM) In an investment climate marked by volatility, shifting rate cycles, and a renewed focus on capital preservation, cash is enjoying a well-deserved renaissance. Once viewed […]