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Regal leads $30m note in Carma
Regal Funds Management and Tiger Capital have led a $30 million convertible note in used car marketplace Carma, with participation from existing backers like General Catalyst and Five V Capital.
AustralianSuper bins WiseTech stake
AustralianSuper has sold down the remainder of its already-trimmed WiseTech stake, alluding to concerns about how the company is handling its founder Richard White's role.
Infocus adds to leadership team
The national advice group welcomed an executive general manager, strategic relationships after also adding a chief financial and operations officer.
Australia can lead energy transition, climate investing: Panel
Australia should seize the next four years as an opportunity to be a leader in climate investing and the energy transition by taking advantage of the US President Donald Trump's hardline anti-ESG stance, a panel of experts say.
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The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
How family shapes our financial futures
It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
A tale of two conflicting PBRs
What happens if a spouse survives the death of the member but dies before payment has been made?
From red tape to results? DBFO's potential
With only around 15,480 financial advisers in the country at last count, and 800 Australians retiring every day, the profession is facing a severe shortage ...
Featured Profile
Katie Petering
DIRECTOR, MULTI ASSET
BLACKROCK INVESTMENT MANAGEMENT (AUSTRALIA) LIMITED
BLACKROCK INVESTMENT MANAGEMENT (AUSTRALIA) LIMITED
Proving 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 career success. Matthew Wai writes.
