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.
 Healthy competitionPortfolio management isn't the easiest of gigs, but a little competition isn't unusual for Prime Value Asset Management's Richard Ivers. Andrew McKean ...  Making wavesDiverger managing director Nathan Jacobsen has steered the ship both figuratively and literally. After a career in the Australian Royal Navy, he has risen ...  Alternative thinkingAs someone who saw a job in financial services as an alternative to Aussie rules football, iPartners Group chief executive Travis Miller has carved a ...  Leading the leaderDriven by a relentless commitment to helping others, it's of little wonder Rose Kerlin has excelled at leading profit to member and purpose-led organisations.  An entrepreneurial spiritWT Financial Group managing director Keith Cullen has established multiple companies, overseen nine acquisitions and had his fair share of ASX dealings.  When serendipity strikesOver the past 15 years, Gary Monaghan has moved through the ranks at Fidelity International. Much like the slow but steady rise of the equity class he ...  Beyond the numbersArdea Investment Management head of research Laura Ryan has spent the past two decades using quantitative research to investors' advantage. Now, she's ...  Prime moverA determined spirit has underscored all that Jane Kang has achieved so far, and that spirit is lending itself well to Prime Super, its members and its ...  A true fiduciaryAlmost two decades ago Simon Doyle established Schroders Australia's fixed income and multi-asset capabilities. Today, he serves as chief investment officer ...  The change makerHaving spent much of the last two decades being told she was wrong, abrdn's Danielle Welsh-Rose is enjoying seeing progress on sustainability issues - ... |
Editor's Choice
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Praemium loses $700m due to adviser transitions
Praemium reported total net outfows from its Powerwrap scheme has reached $700 million over the past three quarters.
Small cap investors told to 'stop whinging'
Forager's chief investment officer has read the riot act to investors.
Adam Blumenthal ordered to pay $850k
Blumenthal is also banned from managing corporations for five years.
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.
Sponsored by
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
Sponsored by
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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Products
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.
