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.
 Across the aisleBennelong Funds Management is like a mainline into the jugular of Australia's financial advice sector, with more than 6500 advisers channelling capital ...  Knowledge is keyFelicity Walsh, Franklin Templeton's head of Australia and New Zealand and head of institutional, APAC (ex. Japan), is constantly traversing the globe ...  On the moveLiz McCarthy has spent her whole life on the move, which has taught her invaluable lessons about life, work and always moving forward. Eliza Bavin writes.  Good creditQIC head of private debt Australia Phil Miall's nearly 30 years' experience covers every corner of the credit market. He shares why active management ...  Breaking the mouldKoda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration ...  A valuable seatProving 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 ...  Going to 99Like most who are drawn to financial advice, Raamy Shahien is a people person, and it's his desire to foster a strong, sustainable community that has ...  Staying powerAs the new chief executive of Platypus Asset Management, Jelena Stevanovic hopes to continue the fund manager's long tradition of outperformance with ...  Feeling forwardPrime Super's Raelene Seales' immersions in cultures of innovation and creativity have equipped her to breathe new life into the fund, to the benefit ...  Winning mindsetSchroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious ... |
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IFM continues global infra drive with appointment, acquisition
IFM Investors head of infrastructure for North America will retire following an 18-year tenure, with the investment company simultaneously announcing the acquisition of a majority stake in a UK-based company from Canadian Pension Plan Investments and OMERS.
ART rolls out new investment technology platform
Australian Retirement Trust (ART) has launched a new portfolio management system as the $375 billion superannuation fund strengthens its investment capabilities targeting further growth.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
Trustees drop the ball on advice fee oversight
In line with the government's push to tighten the gap in oversight on financial advice fee deductions from super funds, a solution provider is observing a spike in trustees reaching out for expertise, but highlighted the move is not to assess the quality of advice provided.
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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.
