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.
 Entering the arenaA champion of financial advice and small business, Madison Financial Group chief executive Annick Donat is driving positive change in the industry. Jamie ...  The industry advocateAs the newly-minted chief executive at the Australian Institute of Superannuation Trustees, Eva Scheerlinck has set her vision to improve the nation's ...  Finding alpha in researchBehind every successful business is a story of grit, perseverance and self-belief. The owner of SQM Research, Louis Christopher, tells Karren Vergara ...  Strategies for the futureReal Asset Management Group Australia chief executive Scott Kelly has spent nearly a quarter century delivering innovative investment solutions to sophisticated ...  Great advice for more AustraliansAssociation of Financial Advisers chief executive Phil Kewin is on a mission to transform the public's perception of advisers and advice. Much of this ...  Investing in opportunityCuriosity originally drove Alex Vynokur to establish his own investment firm in 2005. Now the BetaShares managing director remains just as curious in ...  A pedigree in global marketsFrom private wealth investing in Geneva to institutional investing in Singapore, Rachel Farrell has taken her global experience to Australia as the new ...  Know thy investorGrant Samuel Funds Management's newly-minted chief executive, Damien McIntyre, believes it's important to understand the Australian mindset when working ...  Never a dull moment in lifeOne thing certain about life insurance is that there is never a dull moment. ANZ Wealth head of life insurance Gerard Kerr tells Karren Vergara what keeps ...  Keeping the SMSF centre stageNewly-appointed Self-Managed Super Fund Association chief executive John Maroney tells Emma Rapaport about his plans to further engage the SMSF industry. |
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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.
