Man of the hour Glenn Calder shot into the spotlight when Viridian Advisory was revealed as the buyer of a slice of Westpac's advice books earlier this year. He spoke to Kanika Sood about the way forward for advice firms.
 The influencerVince Scully established Life Sherpa 10 years ago to democratise financial advice. With finfluencer heavyweights in his corner, the founder and chief ...  Over the hedgeIn the throes of the Global Financial Crisis, JANA general manager of investment strategy Kirsten Temple packed her bags for Australia and a different ...  Born to innovateStafford Capital chief executive Angus Whiteley's innate curiosity and unwavering passion propelled him to the helm of a proudly Australian investor ...  The value of foresightIFM Investors chief economist Alex Joiner says he owes much of his success to two things - invaluable mentors and his home city of Melbourne. Chloe Walker ...  Blazing a new trailAfter close to three decades at Macquarie, Patrick Hodgens decided it was time for something different, applying his 34 years' experience in managing ...  The right priceThe financial services industry is awash with often convoluted and showy hierarchies and titles, but Iress chief executive Marcus Price has zero interest ...  Watch this spaceLeveraging a deep experience of leading businesses through periods of growth and turbulence, Hugh Humphrey has breathed new life into Count and, yet to ...  Tailwinds aboundJulian Biggins first moved to the harbour city in 2001, finding himself enamoured with its natural beauty. Now, as co-founder and joint chief executive ...  A good inningsA champion of evidence-based investing, Mancell Financial Group founder and managing director Peter Mancell tells Karren Vergara how this investment philosophy ...  Chartering choppy seasFrom a young age, QIC State Investments chief investment officer Allison Hill was enamoured by the world of finance, but it took time to discover her ... |
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.
