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.
 Soul purposeAs the oldest of eight children, Crescent Wealth managing director Talal Yassine was firmly on the path to leadership from a young age. And for him, that ...  The next inningsDavid Neal is one of the most influential investment executives, not just in Australia but across the world. Here, the new IFM Investors chief reflects ...  Finding the balanceFrom a starry-eyed student to managing director superannuation, retirement and platforms at AMP Australia, Lara Bourguignon explains how important it ...  Taking centre courtFor JANA chief operating officer Ashleigh Crittle COVID-19 has thrown new challenges her way while also revealing what is most important. Elizabeth McArthur ...  Move to your own beatDina Kotsopoulos was destined for a career in music, but fate had other plans. Now the head of platforms at BT, she reflects on her sliding doors moment.  Building blocksStepping into her first chief executive role at Maple-Brown Abbott in October last year, Sophia Rahmani was ready to once again forge her own path. Eliza ...  A tale of tenacityMichelle Lopez is about to cap off her first year as the head of Australian equities at Aberdeen Standard Investments. She shares with Kanika Sood the ...  Biggest challenge yetHaving turned his nose up at the idea of working in the super and retirement sector early on, Allianz Retire+ chief executive Matt Rady is now turning ...  Anything is possibleFor AMP Capital managing director, Australia Marsha Beck the only limits to what can be achieved are those we create in our own minds. Elizabeth McArthur ...  A call to armsThe current environment is a true test for Australia's financial advisers to stand up and restore trust in the profession. And Countplus chief executive ... |
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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.
