Making the right call It was an exercise in good judgement when Julia Lee went out on her own to establish Burman Invest. She shares with Karren Vergara what led to that moment.
 Ready for thisTribeca Investment Partners portfolio manager Jun Bei Liu is one of the best recognised investors in the country, but it hasn't come easy.  Put your hand upCrestone Wealth Management chief operating officer Michelle Inns owes her career to curiosity and not being afraid to ask for new opportunities. Elizabeth ...  A resolute spiritIn balancing facts and figures to make all-important decisions to lead Resolution Life and AMP Life, chief executive Megan Beer is guided by a force that ...  Taking chancesWhen Zenith Investment Partners' general manager and head of research Bronwen Moncrieff won the green card lottery, she packed up her life and moved to ...  Son of a preacher manFrom humble beginnings, Aoris Investment Management founder Stephen Arnold has always been fascinated with money. He tells Kanika Sood how he took that ...  When opportunity knocksChief executive of ClearView Financial Advice and Matrix Planning Solutions Allison Dummett has mastered the art of saying 'yes'. Moving across the world ...  The point forwardThe new frontier for financial advisers requires leadership, cultural alignment and commitment. Fortnum Private Wealth managing director and chief executive ...  A balance of prioritiesThe Association of Financial Advisers general manager policy and professionalism Phil Anderson has a disciplined value system. Now, he is on a mission ...  The new frontierAs chief executive of Frontier, Andrew Polson is steering the asset consultant through a consolidation frenzy in its traditional client base of super ...  Back yourselfApostle Funds Management managing director Karyn West believes in putting her money where her mouth is. She invests in every product she sells, and she's ... |
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Global X awards mandate for ETF business
Global X has awarded a new custody and administration mandate for its Australian ETF business.
Bell Asset Management launches small-caps fund
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.
Former Australian Ethical finance chief lands new gig
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.
MySuper assets pursue $1.5tn Choice sector
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.
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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
Brian Redican
CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION
NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
