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.
 Breaking barriersWith more than three decades in wealth under her belt, JBWere chief executive Maria Lykouras is delighted to see women coming to the fore - and she's ...  Anchor pointUBS Asset Management's Tim Van Klaveren learned early in his career the value of formulating his own opinions and not following the crowd, Andrew McKean ...  People and policyIt was by no means a straight line to the top job at the Super Members Council, but Misha Schubert's passion for policy saw her plucked for the position.  Higher groundAllianz Retire+ head of technical services Justine Marquet is at the forefront of a new and exciting phase of the retirement system, sharing how she is ...  Branching outStafford Capital head of client solutions, Australia and New Zealand Elysse Morgan spends most of her working day engaging with the keepers of capital ...  Staying the courseDan Farmer has been chief investment officer of MLC Asset Management for a little over two years now, and after spending 17 years at TelstraSuper and ...  Common groundFrom films to writing successful novels to publishing, Stockbrokers and Investment Advisers Association (SIAA) chief executive Judith Fox takes the expertise ...  Starting freshDan Jowett joined Openmarkets in February 2022 during a challenging period; it was embroiled in an ASIC investigation for substantial historical compliance ...  Comfortable in any marketAs one of the longest-serving fund managers in the country, Ausbil Investment Management chief investment officer Paul Xiradis has truly seen it all and ...  Balancing actTo be successful as Australian Financial Complaints Authority's (AFCA) lead ombudsman for investments and advice, one requires empathy, impartiality ... |
Editor's Choice
Asset managers turn to outsourcing, AI: Survey
Global asset managers are sharpening their focus on core capabilities, increasing their use of outsourcing and tightening cost controls as they pursue more disciplined growth, according to a new Northern Trust survey.
Australian Fiduciaries auditor suspended for three years
Queensland-based Australian Fiduciaries' auditor Cameron Bradley, formerly a partner of PKF Brisbane Audit, has been suspended for three years by the Companies Auditors Disciplinary Board (CADB) until 30 June 2028.
ART leads retirement product race, others wrestle with covenant
Superannuation funds continue to grapple with their Retirement Income Covenant obligations, underscored by Australian Retirement Trust (ART) being the only fund from a sample that has successfully brought two products to market.
MDS drags Treasury to assess FSC levy proposal
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
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Expert Feed
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
Rachel Alembakis
STEWARDSHIP MANAGER
UNITING ETHICAL INVESTORS LIMITED
UNITING ETHICAL INVESTORS LIMITED
As a highly respected journalist, Rachel Alembakis helped push sustainable investing on the agenda long before it was mainstream. Now, she's stepped into the arena to shape the industry from within. Karren Vergara writes.
