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.
 Little wins with the PMOften it's the little moments that shape you. Kapstream managing director and head of credit Raymond Lee tells Harrison Worley about the little wins which ...  Resilience amid uncertaintyPrime Value Asset Management chief investment officer and portfolio manager of Australian equities ST Wong has experienced two major financial crises.  A family affairLifespan Financial Planning chief executive Eugene Ardino never imagined he'd be the natural successor of the family business. He tells Jamie Williamson ...  Around the world with BlackRockBlackRock's Australian iShares business appointed a new head in June this year. Christian Obrist spoke to Kanika Sood about his journey from Switzerland ...  Diversity diplomatIn the workforce, men and women swim in different currents. Mercer learning and inclusion principal and practice leader Yolanda Beattie talks to Harrison ...  Proudly independentAt Koda Capital, head of research Jason Coggins and the investment team go the extra mile to put clients first. He tells Karren Vergara how they do so ...  Telling it like it isThere is perhaps no greater critic of Australia's financial advice industry than Connect Financial Service Brokers chief executive Paul Tynan. At the ...  Employee number 10From ironing Adidas labels on jerseys as a teenager to running Northern Trust's business in Australia, Angelo Calvitto has come a long way. He talks to ...  Value in the journeyAspiring lawyer turned global equities portfolio manager, Garry Laurence recently notched 10 years at Perpetual. He tells Darren Snyder about life as ...  High tech returnsPraemium managing director Michael Ohanessian went from project management at Mobil Oil to running a biotech company and eventually spearheading the growth ... |
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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.
