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.
 A fresh perspective on adviceWhen Shawn Blackmore joined AustralianSuper in December 2007, the fund was just getting started. The group executive of member experience and advice tells ...  The science of retirementAlva Devoy went from studying molecular engineering to running the Australian arm of Fidelity International - and she has a clear vision for the future ...  Ratings successMorningstar APAC director of manager research Tim Murphy tells Karren Vergara how the firm is helping end investors meet their goals more effectively.  Playing a humble gameConceding he grossly underestimated what it takes to establish a funds management boutique, two-and-a-half years later Aitken Investment Management chief ...  Where credit is dueArdea Investment Management portfolio manager and head of retail funds Gopi Karunakaran talks to Alex Burke about how flipping through a copy of his father's ...  Welcome to the clubOnce leasing video cassettes, Stefan Strano came to learn a lot about business and customer engagement. The newly-minted chief executive at Club Plus ...  Enter the hall of famerFor WaveStone Capital co-founding principal Catherine Allfrey, timing has been everything. The most influential factors shaping her career have come about ...  Growing with the globeIn his 20th year at Franklin Templeton, portfolio manager Peter Wilmshurst faces the challenge of delivering stable returns in an increasingly volatile ...  BlackRock: Leading on diversityWhen BlackRock went looking for its new head of Australasia it wanted global experience with values aligned to the local market. As Karren Vergara writes ...  Entering the arenaA champion of financial advice and small business, Madison Financial Group chief executive Annick Donat is driving positive change in the industry. Jamie ... |
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Asset management tops salaries in product management, marketing
Professionals in asset and wealth management can command premium salaries in the fields of product management and development, as well as marketing and communications, the latest Parity Consulting Salary Guide and Market Insights reveals.
JPMAM expands private equity strategy to wealth clients
J.P. Morgan Asset Management (JPMAM) has launched the JPMorgan Private Markets Fund (JPMF) in Australia, in a bid to bring its institutional-grade private equity strategy to private wealth clients.
HESTA follows Cbus on death benefit nomination changes
HESTA has introduced an option for members to make a non-lapsing binding death benefit nomination.
Allianz Retire+ channels super directly to lifetime income
Allianz Retire+ has launched a new direct super pathway to access its guaranteed lifetime income solution for eligible Australians.
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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
Andrew Gregory
CHIEF ADVICE OFFICER
UNISUPER
UNISUPER
After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.
