More than luck After 30 years in the industry, Alison Telfer answers to country head of asset management, Australia and New Zealand at UBS, with a goal to give back to the nation that raised her, and make a true impact through sustainable, customised and philanthropic investing. Chloe Walker writes.
 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 ...  Home and awayAs Challenger's chief executive of funds management, Nick Hamilton is responsible for the $91 billion business that generates about 25% of the company's ...  A new perspectiveA recent accident forced Centrepoint Alliance group executive of advice services and solutions Kate Anderson to slow down for what felt like the first ...  Making the right callIt was an exercise in good judgement when Julia Lee went out on her own to establish Burman Invest. She shares with Karren Vergara what led to that moment.  A helping handWith enough hard work and determination, and a dash of help from those around you, you can achieve anything. It's what we all learn in our younger years ... |
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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.
