A valuable seat Proving to her parents the worth of their sacrifices and some well-timed advice from a former manager have provided the momentum behind Katie Petering's career success. Matthew Wai writes.
 When opportunity knocksNadia Schiavon is head of securities services at Australia's largest custodian. She spoke to Kanika Sood about the importance of saying yes to opportunities ...  PRACTISE WHAT YOU PREACHAustralian Ethical managing director Phil Vernon isn't shy about his convictions or the role they play in his career. Elizabeth McArthur writes.  Leading by exampleIntegrity Life is reinventing the traditional life insurance model, promising to be different. Its managing director Chris Powell tells Karren Vergara ...  Global conceptsPrinces Park. Canary Wharf. Mumbai. The one thing they all have in common is their influence on Macquarie head of wealth intermediary Cameron Garrett.  Worth the fightIFM Investors and Industry Super Australia chair Greg Combet has lived most of his life in the public eye. Kanika Sood writes how each iteration of his ...  From pitch to portfolioA life filled with sport isn't uncommon for many successful people. But the glory of others isn't what drives Lennox Capital Partners founding principal ...  Ahead of the curveSince launching in 2010, continuous innovation has been the hallmark of Mason Stevens' value proposition. Managing director, adviser services Thomas Bignill ...  Speak truth to powerSunsuper head of advice and retirement Anne Fuchs is never shy of speaking up and standing firmly for the truth. She tells Jamie Williamson how her principles ...  Knowledge in numbersIn his first job, Scott Tully received 20 cents for every race program sold on Mount Panorama. Some 40 years later he oversees more than $120 billion ...  The road less travelledANZ Wealth head of mental health and wellness, life insurance, Maria Falas fell in love with Robert Frost's iconic poem 'The Road Not Taken' in high school. |
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Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Australian Ethical FUM drops by $70m
Australian Ethical saw a net outflow of $100 million in its investment business in the first quarter of the financial year.
Perennial expands wholesale offer for pre-IPOs
Perennial Partners is launching a new strategy for wholesale investors to capitalise on global pre-IPO opportunities, requiring a minimum investment of $100,000.
Macquarie wealth investment chief to depart
Macquarie chief investment officer for wealth will take on a new role at a New Zealand-based investment management firm after serving in the position for close to three years.
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So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
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Featured Profile
David Sharpe
CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.
