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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 said that most organisations are drowning in data but starving for clarity. The issue isn’t about having more data; it’s about making sure

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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 wealth building and preservation. Yet recent research reveals a concerning disconnect between what many investors are pursuing and what they’re being offered by

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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 defined by transparency, accountability, and investor empowerment, model portfolios serve as the bridge between scalable investment strategies and the need for personalisation. But

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