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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. This has coincided with record gold prices and an upturn in share prices in the gold sector, after several years in 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 single random open time for equities and ETFs. Additionally, a new post-close trading session will be introduced, allowing participants to trade additional liquidity
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 more than just industry expertise. Collaboration and a dedicated focus on the client can deliver transformative change for advice. As the industry becomes
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 the Amendment Bill passed in November 2024, implements the Australian Government’s commitment to protecting the integrity of the Australian financial system by strengthening
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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
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
Fixed income remains key to long-term diversification
By Sara Devereux, Global Head of Fixed Income Group, Vanguard While the 2 April tariff announcements were more severe than
How to future-proof your practice in the era of self-managed investing
By Doug Morris, CEO, Sharesight Digital technology is transforming how Australians manage their money. From banking apps to budgeting platforms,
Global private equity investing: Diversification, done right
By Rachael Lockyer, Head of Australia – MLC Private Equity Nobel prize winner Harry Markowitz famously stated that “the only
Growing your client base with customised wealth solutions
By Matt Walsh, General Manager Distribution, Praemium High-net-worth (HNW) clients increasingly seek investment solutions that reflect their unique preferences, financial
How can global small to mid-caps benefit investor portfolios?
By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies Large-cap companies like those in the Magnificent 7 have dominated headlines.
Money moves – but what does it cost?
By Simon Blyth, FinClear FX has shifted from necessary process to a performance lever central to successful investing in 2025.
ASX Capital Markets: 2024 year in review and 2025 outlook
By Kate Galpin, Senior Manager, Listings The Listings team reflect on the global and domestic capital market activity in 2024
The accuracy imperative: why high-quality data matters
By Ben Taylor, Head of Product, Market Data, Iress One of the biggest technology outages in history, the 2024 Crowdstrike
How to influence and win people
By Nat Ferguson and Kristen Lunman, Powrsuit Ever attempted to persuade a colleague to support your initiative? Or tried to
Understanding client CGT: The key to stronger advice and relationships
By Doug Morris, CEO, Sharesight As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations —