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 how he overcame initial reservations to help propel the dealer group forward.
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
Mega super fund opens first international office
Australian Retirement Trust (ART) has opened its first international office in London to build out a "leading global investment capability."
Impact Alpha Partners adds to board
The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact.
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
FSC expands financial advice membership
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members.
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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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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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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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.