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Navigating fixed income: Direct vs fund access
Emily Boden & Dale Pereira, Perpetual Economists and the RBA agree: rates are set to stay “higher for longer.” NAB expects the cash rate to stay above 3.1% through 2026*, while bond markets point to yields well above pre-COVID levels**. With clients increasingly focused on income, fixed income is once again front and
Personalisation at scale: Rethinking client engagement for HNW growth
By Mark Hannan, New Business Manager, Praemium In today’s competitive private wealth sector, expanding the client book is essential for growth. Traditional methods such as referrals, acquisitions and marketing are only part of the equation. Sustainable growth now requires a recalibration of how firms engage both existing and prospective clients, especially those with
Framing the shift to T+1
By Tony Gangemi, Senior Product Manager, Iress T+1: infrastructure under pressure The global shift to T+1 settlement is more than a compliance milestone – it’s a litmus test for infrastructure resilience, operational agility, and data-driven decision-making. While Australia’s transition may be years away, the time to act is now. That’s especially the case
Five years on: Why balance over hype matters
By James Abela, Co-Portfolio Manager, Fidelity Global Future Leaders Fund September marks the five-year anniversary since we launched the Fidelity Global Future Leaders Fund. From pandemic disruptions and inflation shocks to rapid innovation in artificial intelligence (AI) and geopolitical tensions, these five years have tested every principle of portfolio construction and discipline. Marking
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AML/CTF reform momentum accelerates – What wealth managers need to know, and how LAB Group keeps you ahead
By Nick Boudrie, LAB Group Australia’s AML/CTF Amendment Act 2024 is the most significant compliance reform for the financial sector
CHESS — It’s time to test for Release 1
By Michelle Huckel, Policy Manager, SIAA It’s time for Clearing Participants to get ready to test the introduction of Release 1
Protect your clients: 5 critical questions to ask your tech provider
By Doug Morris, Chief Executive Officer, Sharesight. Every 10 minutes, the Australian Cyber Security Centre receives a report of cybercrime.
ASX investment products – a year in review
By Aaron Viscayno, Business Development Associate, Investment Products, ASX It’s been an eventful financial year in the investment products space
In Tandem with the market: Dissecting the ASX Reporting Season
By Grady Wulff, Senior Market Analyst, Tandem Securities Another ASX reporting season is in the books, and it’s been a
Jacobs Solutions: From cyclical roots to a technology-driven future
By David Steinthal, Chief Investment Officer, L1 Capital International Jacobs Solutions (Jacobs) was founded in 1947 by Joseph Jacobs as
Unveiling tomorrow’s titans – A case study on Arista Networks
By Maroun Younes, Co-Portfolio Manager, Fidelity Global Future Leaders strategy In the fast-paced world of technology, identifying future market leaders can be
From insight to impact
By Trista Wang, Iress From trading desks to compliance engines, financial firms are awash in dashboards and analytics. Yet turning
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
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
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
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