Winning mindset Schroders 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 attitude that spurs her on every day. Eliza Bavin writes.
 The science of quality adviceFinancial 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 ...  Little wins with the PMOften it's the little moments that shape you. Kapstream managing director and head of credit Raymond Lee tells Harrison Worley about the little wins which ...  Resilience amid uncertaintyPrime Value Asset Management chief investment officer and portfolio manager of Australian equities ST Wong has experienced two major financial crises.  A family affairLifespan Financial Planning chief executive Eugene Ardino never imagined he'd be the natural successor of the family business. He tells Jamie Williamson ...  Around the world with BlackRockBlackRock's Australian iShares business appointed a new head in June this year. Christian Obrist spoke to Kanika Sood about his journey from Switzerland ...  Diversity diplomatIn the workforce, men and women swim in different currents. Mercer learning and inclusion principal and practice leader Yolanda Beattie talks to Harrison ...  Proudly independentAt Koda Capital, head of research Jason Coggins and the investment team go the extra mile to put clients first. He tells Karren Vergara how they do so ...  Telling it like it isThere is perhaps no greater critic of Australia's financial advice industry than Connect Financial Service Brokers chief executive Paul Tynan. At the ...  Employee number 10From ironing Adidas labels on jerseys as a teenager to running Northern Trust's business in Australia, Angelo Calvitto has come a long way. He talks to ...  Value in the journeyAspiring lawyer turned global equities portfolio manager, Garry Laurence recently notched 10 years at Perpetual. He tells Darren Snyder about life as ... |
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Asset managers turn to outsourcing, AI: Survey
Global asset managers are sharpening their focus on core capabilities, increasing their use of outsourcing and tightening cost controls as they pursue more disciplined growth, according to a new Northern Trust survey.
Australian Fiduciaries auditor suspended for three years
Queensland-based Australian Fiduciaries' auditor Cameron Bradley, formerly a partner of PKF Brisbane Audit, has been suspended for three years by the Companies Auditors Disciplinary Board (CADB) until 30 June 2028.
ART leads retirement product race, others wrestle with covenant
Superannuation funds continue to grapple with their Retirement Income Covenant obligations, underscored by Australian Retirement Trust (ART) being the only fund from a sample that has successfully brought two products to market.
MDS drags Treasury to assess FSC levy proposal
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
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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?
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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
Sarah Shaw
GLOBAL PORTFOLIO MANAGER
4D INFRASTRUCTURE
4D INFRASTRUCTURE
It wasn't confidence that prompted Sarah Shaw to walk away from established investment houses and co-found 4D Infrastructure in 2015. It was something she believes is far more important: courage. By Vinny Vucago.
