The science of quality advice Financial advice and scientific research are one and the same. At least that's what the Financial Planning Association of Australia's head of policy and standards Ben Marshan believes. 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
T. Rowe Price appoints local operations chief
|T. Rowe Price, the global asset manager with over US$1.3 trillion in assets under management, has appointed a regional operating chief who will relocate to Sydney from the London office.
Vanguard backs current performance test
|Vanguard has endorsed the current performance test methodology in a submission to Treasury, championing its effectiveness in eliminating underperforming investment options and improving member outcomes.
Sequoia chair steps down
|The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed.
Court approves $16m DASS settlement
|The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
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.
