Enter the hall of famer For WaveStone Capital co-founding principal Catherine Allfrey, timing has been everything. The most influential factors shaping her career have come about at the most inopportune moments. Jamie Williamson writes.
 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 ...  Employer of choicePaul Hennessy's longstanding connection with Capital Group began more than 20 years ago, way before he led the Australian expansion as managing director.  A fresh perspective on adviceWhen Shawn Blackmore joined AustralianSuper in December 2007, the fund was just getting started. The group executive of member experience and advice tells ...  The science of retirementAlva Devoy went from studying molecular engineering to running the Australian arm of Fidelity International - and she has a clear vision for the future ...  Ratings successMorningstar APAC director of manager research Tim Murphy tells Karren Vergara how the firm is helping end investors meet their goals more effectively.  Playing a humble gameConceding he grossly underestimated what it takes to establish a funds management boutique, two-and-a-half years later Aitken Investment Management chief ... |
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Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Australian Ethical FUM drops by $70m
Australian Ethical saw a net outflow of $100 million in its investment business in the first quarter of the financial year.
Perennial expands wholesale offer for pre-IPOs
Perennial Partners is launching a new strategy for wholesale investors to capitalise on global pre-IPO opportunities, requiring a minimum investment of $100,000.
Macquarie wealth investment chief to depart
Macquarie chief investment officer for wealth will take on a new role at a New Zealand-based investment management firm after serving in the position for close to three years.
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So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
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Featured Profile
David Sharpe
CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.
