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.
 Dream realisedFrom a young age, Activus Investment Advisors managing director Robert Talevski dreamed of a career in investment management. With hard work, a bit of ...  Full creditPrivate credit deals are ripe for the picking in 2023, and Tanarra Credit Partners' Graham Lees is already in harvest mode. Chloe Walker writes.  Walking the walkChief executive of one of Australia's largest investment managers, Kate Galvin is helping spearhead greater gender equity, diversity, and inclusion in ...  Behind the curtainRecently celebrating 10 years with the fund, Cbus chief investment officer Kristian Fok breaks down the internalisation strategy that he considers his ...  A force of changeProfile Financial Services chief executive Lena Ridley is focused on driving change and transforming the business as it steps into a new era. Cassandra ...  The friendly economistAndrew Pease has come a long way from his quiet hometown on the Bass Strait. One thing that has stayed with him throughout his impressive career in financial ...  More than luckAfter 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 ...  Caution to the windChallenger Solutions Group general manager Simon Brinsmead has taken an unconventional career path. While not recommending others follow in his footsteps ...  Nothing but netWell known for loving a challenge on and off the court, Tim Barber has overseen the growth of multiple businesses and is thoroughly enjoying driving the ...  A zest for lifeIt was while working in hospitality halfway around the world that BlackRock managing director and head of wealth, Australasia Chantal Giles all but secured ... |
Editor's Choice
Adviser numbers plateau
|The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Praemium loses $700m due to adviser transitions
|Praemium reported total net outfows from its Powerwrap scheme has reached $700 million over the past three quarters.
Small cap investors told to 'stop whinging'
|Forager's chief investment officer has read the riot act to investors.
Adam Blumenthal ordered to pay $850k
|Blumenthal is also banned from managing corporations for five years.
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.
