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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

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

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 the numerous brokers serving the active trader and financial adviser segments, who struggle with disparate systems, separate logins, and desktop clutter. A financial adviser may need to open 10 different applications, including CRM,

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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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

ASX Service Release 15
Released on Monday 23 June, ASX Trade Service Release 15 (SR15) will introduce several key equity market rule changes, including

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

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

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.