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.
 Breaking the mouldKoda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration ...  A valuable seatProving to her parents the worth of their sacrifices and some well-timed advice from a former manager have provided the momentum behind Katie Petering's ...  Going to 99Like most who are drawn to financial advice, Raamy Shahien is a people person, and it's his desire to foster a strong, sustainable community that has ...  Staying powerAs the new chief executive of Platypus Asset Management, Jelena Stevanovic hopes to continue the fund manager's long tradition of outperformance with ...  Feeling forwardPrime Super's Raelene Seales' immersions in cultures of innovation and creativity have equipped her to breathe new life into the fund, to the benefit ...  Winning mindsetSchroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious ...  Power of resilienceAs the co-founder and joint managing director of Finura Group, Peter Worn has built a stellar resume educationally and professionally. But it was overcoming ...  Breaking barriersWith more than three decades in wealth under her belt, JBWere chief executive Maria Lykouras is delighted to see women coming to the fore - and she's ...  Anchor pointUBS Asset Management's Tim Van Klaveren learned early in his career the value of formulating his own opinions and not following the crowd, Andrew McKean ...  People and policyIt was by no means a straight line to the top job at the Super Members Council, but Misha Schubert's passion for policy saw her plucked for the position. |
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Future Group marks new successor fund transfer
Future Group announced its Smart Future Trust will take on the GuildSuper and Child Care Super brands as the group continues to expand with another successor fund transfer.
HUB24 expands C-suite with innovation role
HUB24 has strengthened its executive leadership team with the creation of a new chief operating and innovation officer role, bringing technology, innovation and strategy implementation under a broader remit.
Former director jailed for misuse of $1.75m
Former Equitable Financial Solutions director Usman Siddiqui has been sentenced to six years and six months' imprisonment for dishonestly using his position as a director and misappropriating company funds.
PE giants partner with Nvidia for $709bn AI platform
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR have signed memorandum of understanding (MoU) with Nvidia to mobilise half a trillion US dollars ($709bn) of third-party capital to further accelerate the buildout of AI infrastructure.
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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.
