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.
![]() Power of resilienceAs the co-founder and joint managing director of Finura Group, Peter Worn has built a stellar resume educationally and professionally. But it was overcoming ... ![]() Breaking barriersWith more than three decades in wealth under her belt, JBWere chief executive Maria Lykouras is delighted to see women coming to the fore - and she's ... ![]() Anchor pointUBS Asset Management's Tim Van Klaveren learned early in his career the value of formulating his own opinions and not following the crowd, Andrew McKean ... ![]() People and policyIt was by no means a straight line to the top job at the Super Members Council, but Misha Schubert's passion for policy saw her plucked for the position. ![]() Higher groundAllianz Retire+ head of technical services Justine Marquet is at the forefront of a new and exciting phase of the retirement system, sharing how she is ... ![]() Branching outStafford Capital head of client solutions, Australia and New Zealand Elysse Morgan spends most of her working day engaging with the keepers of capital ... ![]() Staying the courseDan Farmer has been chief investment officer of MLC Asset Management for a little over two years now, and after spending 17 years at TelstraSuper and ... ![]() Common groundFrom films to writing successful novels to publishing, Stockbrokers and Investment Advisers Association (SIAA) chief executive Judith Fox takes the expertise ... ![]() Starting freshDan Jowett joined Openmarkets in February 2022 during a challenging period; it was embroiled in an ASIC investigation for substantial historical compliance ... ![]() Comfortable in any marketAs one of the longest-serving fund managers in the country, Ausbil Investment Management chief investment officer Paul Xiradis has truly seen it all and ... |
Editor's Choice
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.
Further Reading
Products
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.

















