Wealth & Asset Management

Lessons and advice for CPS 230 project teams in the final stretch

CPS 230 compliance is due by July 1, 2025. Entities must integrate new standards, manage MSPs, validate tolerance levels, and collaborate early to meet regulations.

Four regulatory priorities to drive financial institutions' focus in 2025

Our Global Financial Services Regulatory Outlook has four regulatory priorities to drive financial institutions' focus in 2025. Download the report.

Australian AI Sentiment Report: Presenting the Australian nation’s view on AI

How are everyday Australians feeling about AI? And what does this mean for the organisations they rely on for everyday goods and services?

How can alternative fund managers shape new horizons of opportunity?

Alternative fund managers see growing demand from a new investor class that not only offers opportunities but challenges. Discover more.

How will GenAI shape tax and finance transformation?

GenAI may help tax and finance functions struggling with cost, talent and regulatory pressures. Transforming operating models can help integrate it.

Sustainability questions for Australian FI boards

5 sustainability questions Australian financial institution board members should be asking

How do CEOs chart a path to growth when the map keeps changing?

As cautious CEOs navigate trade wars and tariffs, strategic leaders can use M&A as a long-term value driver. Read more.

How to navigate the US$18t wealth management challenge

Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.

How government can keep Australian fintechs powering the economy

The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.

How artificial intelligence is transforming financial services

At EY, we bring together deep business insights, industry knowledge and a strategic ecosystem to help you embrace the opportunities presented by generative AI. In this video series for Australia and New Zealand financial services, some of our AI practitioners discuss how you can reimagine every aspect of your business.

Why today’s banking CRO must be master of many trades

The EY/IIF global risk management survey results surface new challenges faced by today’s CRO as their strategic and tactical remit expands. Read more.

Top 10 resolutions for wealth and asset management success in 2024

Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more.

How financial firms can prepare for the 2024 regulatory landscape

Financial services firms will need to prioritize both event-driven and existing regulations to capitalize on untapped opportunities. Learn more.

Artificial Intelligence

We help businesses build their own automation capabilities to improve governance, reduce costs and help create long-term value.

Five priorities for harnessing the power of GenAI in banking

For banks with the right strategy, talent and technology, GenAI can transform operations and help reimagine future business models. Learn more.

How can the net zero transition create a nature-positive advantage?

Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.

How can Asia-Pacific banks attract Gen Z to be future banking leaders?

Attracting Gen Z talent toward future leadership roles in Asia-Pacific banks – here are two approaches that leadership should consider.

Major Australian banks’ 2023 full-year results: the hunt for growth

The Australian major banks have posted strong full-year earnings. Despite highly competitive pricing during the year, cash rate rises flowed through to higher revenues and expanded net interest margins. The increased earnings also underpinned improved return on equity (ROE) for the banks.

EY Nexus: business transformation platform for financial services

EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

Are you reframing the future of asset management or is it reframing you?

AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.

How should Asia-Pacific banks push the frontiers of transformation?

Current thinking around innovative transformation and how regional institutions are futureproofing themselves for success.

How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience

In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.

When volatility causes complexity, how can wealth managers create opportunity?

The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

How can today’s millennial investors drive tomorrow’s business growth? 

The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?

Beyond disclosure: how to prepare for the next phase of the Design and Distribution Obligations (DDO)

The DDO regime is a game changer for Australia’s financial firms – even if they don’t realise it yet

Six ways asset managers can prepare for an uncertain future

Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.

Can resilience shape a shifting landscape?

Investors remain interested in alternative funds, and managers focus on their traditional strengths while responding to market opportunities. Read more.