Built on understanding Active listening and meeting people - both employees and clients - where they are is at the heart of how Lidia Tomova is leading the next phase of DWS Australia.
 Deserving loyaltyBhanu Singh is a rare breed in 2021, having been with the same company for his entire career. He tells Elizabeth McArthur how Dimensional won his loyalty ...  Pushing the boundariesIn the competitive world of platforms, HUB24 chief executive Andrew Alcock is in relentless pursuit of innovation and delivering a superior value proposition ...  Opportunity in diversityT. Rowe Price vice president, head of consultant relations Australia and New Zealand Cassandra Crowe is a passionate advocate for diversity and inclusion.  Ready for thisTribeca Investment Partners portfolio manager Jun Bei Liu is one of the best recognised investors in the country, but it hasn't come easy.  Put your hand upCrestone Wealth Management chief operating officer Michelle Inns owes her career to curiosity and not being afraid to ask for new opportunities. Elizabeth ...  A resolute spiritIn balancing facts and figures to make all-important decisions to lead Resolution Life and AMP Life, chief executive Megan Beer is guided by a force that ...  Taking chancesWhen Zenith Investment Partners' general manager and head of research Bronwen Moncrieff won the green card lottery, she packed up her life and moved to ...  Son of a preacher manFrom humble beginnings, Aoris Investment Management founder Stephen Arnold has always been fascinated with money. He tells Kanika Sood how he took that ...  When opportunity knocksChief executive of ClearView Financial Advice and Matrix Planning Solutions Allison Dummett has mastered the art of saying 'yes'. Moving across the world ...  The point forwardThe new frontier for financial advisers requires leadership, cultural alignment and commitment. Fortnum Private Wealth managing director and chief executive ... |
Editor's Choice
Trustees, platforms, cyber risk under APRA spotlight
Superannuation trustees, platforms and cyber resilience will be under more scrutiny in the 2027 financial year from the prudential regulator.
ASIC draws parallels between ASX and super trustee failures
ASIC commissioner Simone Constant has urged superannuation trustees to make good use of member data to better understand their needs as they move towards and through retirement.
Perpetual hit with double whammy redemption, impairment
Perpetual's earnings will be slugged with a massive impairment thanks to an unnamed client redeeming nearly $6.5 billion (US$4.6bn) from a strategy run by Thompson, Siegel & Walmsley LLC (TSW).
GQG hit by $21bn outflows, FUM falls
GQG Partners has recorded US$15.1 billion ($21.2 billion) in net outflows in the first half of 2026, sending funds under management (FUM) down 9.5% despite resilient investment performance across several of its strategies.
Further Reading
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Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Andrew Gregory
CHIEF ADVICE OFFICER
UNISUPER
UNISUPER
After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.
