High achiever Sarah King has crossed the seas and different industries to land at Stockspot, where she helps the fund manager and digital investment adviser reach new heights. Karren Vergara writes.
 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 ...  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. |
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Vanguard to acquire custodian Altruist
Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market.
FAAA pushes to expand NCA to financial advisers
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers.
SMSFA appoints head of professional standards
The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards.
UniSuper unlocks close to $15k for members moving into retirement
Eligible UniSuper members will receive a tax-free bonus of up to $14,700 when they move into retirement phase from October 1.
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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
Liza McDonald
HEAD OF RESPONSIBLE INVESTMENT
AWARE SUPER
AWARE SUPER
Liza McDonald would have you believe her path from a legal secretary to the head of responsible investment at Aware Super was a matter of good fortune. Her career says otherwise. Riddhima Talwani writes.
