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.
 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 ...  A balance of prioritiesThe Association of Financial Advisers general manager policy and professionalism Phil Anderson has a disciplined value system. Now, he is on a mission ...  The new frontierAs chief executive of Frontier, Andrew Polson is steering the asset consultant through a consolidation frenzy in its traditional client base of super ...  Back yourselfApostle Funds Management managing director Karyn West believes in putting her money where her mouth is. She invests in every product she sells, and she's ...  The power of policyGrattan Institute chief executive Danielle Wood is on a mission to make the esoteric subject of economics accessible to Australians and call attention ...  Opportunity through crisisGrowing up on a dairy farm was the impetus for Spirit Super chief investment officer Ross Barry to learn more about economics and investing. Annabelle ... |
Editor's Choice
Early access undermines super's purpose: Mulino
Assistant treasurer Daniel Mulino took an aim at plans by the opposition to let Australians dip into their super early, stating weakening preservation would undermine intergenerational protections and hurt the most vulnerable.
ASIC ups thresholds for NTA requirements
ASIC has introduced new rules that will require managed investment schemes (MISs) to increase minimum financial thresholds in their net tangible assets (NTAs).
The risks keeping APRA's new deputy chair up at night
The Australian Prudential Regulation Authority's (APRA) new deputy chair David Bradbury said the risks that keep him awake at night are those with the potential to threaten the financial stability of the super system or cause catastrophic losses for members.
Merricks Capital operating chief joins PC firm
Former Merricks Capital chief operating officer has joined a specialised private credit firm after overseeing Merricks Capital's financial and operational businesses for the past six years.
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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
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.
