A hidden talent Financial Planning Association chief operating officer Pene Lovett says she is testament to the value of financial advice. She tells Jamie Williamson about her experience.
 Opportunity in diversityT. Rowe Price vice president, head of consultant relations Australia and New Zealand Cassandra Crowe is a passionate advocate for diversity and inclusion.  Ready for thisTribeca Investment Partners portfolio manager Jun Bei Liu is one of the best recognised investors in the country, but it hasn't come easy.  Put your hand upCrestone Wealth Management chief operating officer Michelle Inns owes her career to curiosity and not being afraid to ask for new opportunities. Elizabeth ...  A resolute spiritIn balancing facts and figures to make all-important decisions to lead Resolution Life and AMP Life, chief executive Megan Beer is guided by a force that ...  Taking chancesWhen Zenith Investment Partners' general manager and head of research Bronwen Moncrieff won the green card lottery, she packed up her life and moved to ...  Son of a preacher manFrom humble beginnings, Aoris Investment Management founder Stephen Arnold has always been fascinated with money. He tells Kanika Sood how he took that ...  When opportunity knocksChief executive of ClearView Financial Advice and Matrix Planning Solutions Allison Dummett has mastered the art of saying 'yes'. Moving across the world ...  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 ... |
Editor's Choice
Bell Asset Management announces new chief executive
|The new chief executive was previously head of superannuation at Vanguard.
Betashares plans to launch first 'moderately geared' ETFs
|Betashares is readying to launch Australia's first moderately geared ETFs on the ASX, as part of its new 'Wealth Builder' product suite.
The Aussie wealthtech firms that are 'most innovative'
|The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut.
Further Reading
Where do advisers invest their time?
The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever.
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Quality and Yield. A Powerful combination.
With central bank rates seemingly peaked, investors are not awaiting yield increases. We're bucking the trend with investment rates at decadal highs
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Why it could be a good time to be a growth contrarian
Growth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay.
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Expert Feed
Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
