Do managed accounts have a place in your HNW portfolios? If you’re an adviser serving high net worth clients, you’ve likely wrestled with the managed accounts proposition. On one hand, the operational efficiencies are undeniably attractive. On the other, the perceived loss of control feels fundamentally at odds with the bespoke service your sophisticated clients expect and pay premium fees to receive.
EXPERT INSIGHTS: Why Fixed Income Operations matter for wealth managers! Private wealth advisers wanting to access the $114 trillion global bond market don’t just need access to bonds — they need confidence in how that access is delivered.In August, Perpetual Corporate Trust’s (PCT) Fixed Income Intelligence (FII) was named Best Investment Platform/App at the 2025 Australian FinTech and Banking Awards – recognition that FII provides both access to the market and confidence in how access is delivered – and in doing so revolutionised private wealth bond investing.
Why ‘Best of Breed’ is building a smarter tech stack In capital markets, technology has evolved from an operational enabler to a strategic force shaping the industry’s future.With rising client expectations, regulatory scrutiny and the demand for agility, firms are re-evaluating how their tech stacks drive performance, resilience and competitive edge.
AUSTRAC ramps up regulatory interventions; outlines Regulatory Priorities for 2025-2
AUSTRAC has undertaken a series of regulatory actions in 2025, a tone that is echoed in the recently released 2025–26 Regulatory Priorities. Together, these actions and priorities signal a clear message: compliance expectations continue to rise to mitigate financial crime risks, and failure to meet AML/CTF obligations will draw regulatory action.
Super snippets: Dual compliance commitment needed The Economic Reform Roundtable was held in Canberra recently, canvassing a range of topics including the path forward for the retirement savings system.
