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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 PCT, the Nab Wealth/FII client relationship is a near perfect realisation of PCT’s mission to enable the industry to be more effective, effective, economical while ensuring cyber security and compliance. At its simplest FII modernises
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 as a passive asset class, cash and cash-equivalent products are now firmly back in the spotlight for advisers seeking both certainty and yield
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 anticipated, Vanguard’s active fixed income managers were well-prepared for the subsequent market reaction, having trimmed credit risk and moved up in quality, while utilising duration as a hedge. Amid continued market and policy
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, and increasingly, self-directed investing tools, digital solutions are now deeply embedded in day-to-day financial life. According to recent research, one in three Australian investors use digital tools to manage or trade their investments,
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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.
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
The predictive power of fees
By Liem Nguyen, Analyst, Morningstar Australia Cost is a key consideration for investors. Morningstar research and academic studies have repeatedly
Amid a tornado of headlines, where does opportunity lie for global investors in 2025?
By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies There’s never a dull moment in equity markets, and 2025
Fixed Income’s digital leap into new opportunity!
By Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital As sure as death and taxes—modernising a market’s
CSLR blows up
By Michelle Huckel, Policy Manager, SIAA The release of the levy estimate for the CSLR for the Financial Year ending
ASX moves towards a regular cadence of technology releases
By Cardiff Smith, General Manager, Customer and Technical Operations, ASX Australian Securities Exchange (ASX) is spearheading a series of interconnected
Your clients are living in a digital future, adapt or get left behind: The role of technology and innovation in wealth management
By Alin Ungureanu, Chelmer CEO Client expectations and appetite for technology are growing. To remain competitive and successfully navigate the
Drivers of the Australian residential property market
By Evan Hinchliffe, Head of Distribution, HOPE Housing Fund Management Limited Overview Strong tailwinds for the Australian residential property market