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.
 The value of foresightIFM Investors chief economist Alex Joiner says he owes much of his success to two things - invaluable mentors and his home city of Melbourne. Chloe Walker ...  Blazing a new trailAfter close to three decades at Macquarie, Patrick Hodgens decided it was time for something different, applying his 34 years' experience in managing ...  The right priceThe financial services industry is awash with often convoluted and showy hierarchies and titles, but Iress chief executive Marcus Price has zero interest ...  Watch this spaceLeveraging a deep experience of leading businesses through periods of growth and turbulence, Hugh Humphrey has breathed new life into Count and, yet to ...  Tailwinds aboundJulian Biggins first moved to the harbour city in 2001, finding himself enamoured with its natural beauty. Now, as co-founder and joint chief executive ...  A good inningsA champion of evidence-based investing, Mancell Financial Group founder and managing director Peter Mancell tells Karren Vergara how this investment philosophy ...  Chartering choppy seasFrom a young age, QIC State Investments chief investment officer Allison Hill was enamoured by the world of finance, but it took time to discover her ...  Dream realisedFrom a young age, Activus Investment Advisors managing director Robert Talevski dreamed of a career in investment management. With hard work, a bit of ...  Full creditPrivate credit deals are ripe for the picking in 2023, and Tanarra Credit Partners' Graham Lees is already in harvest mode. Chloe Walker writes.  Walking the walkChief executive of one of Australia's largest investment managers, Kate Galvin is helping spearhead greater gender equity, diversity, and inclusion in ... |
Editor's Choice
The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Canadian pension giant takes 20% stake in La Trobe
Canadian public pension fund OMERS has taken a minority stake of nearly 20% in La Trobe Financial from Brookfield.
ASIC issues another stop order for private credit fund
ASIC has issued an interim stop order on the Murdoch Clarke Mortgage Fund, issued by Murdoch Clarke Mortgage Management, prohibiting it from offering, issuing, selling or transferring interests in the fund.
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
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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.
