People
Profiles, moves, and perspectives from across Australia's financial advice and investment industry.
Ex-AMP executive Hartley named to succeed Mota as CEO at Insignia
After his executive stint at AMP was cut short eight months ago, Hartley firmed as favourite for the leadership role at its institutional contemporary,...
'We stick absolutely to our knitting': Simon Growden's journey with Shadforth Financial Group
Over his 28 years as an adviser, Growden has learned a lot about investing: his mantra now is “stick to what you know”. His best investment, he says, was...
A real measure of wealth: Paxton Bridge's David Murdoch
When adviser David Murdoch founded Paxton Bridge in 2009 he implemented a slow-burning idea; to manage wealth with 'activism' front of mind, which meant...
A link to the next generation of advisers: Steve Sloane
The decision to build an academy for advisers wasn't taken lightly, says Link Wealth founder Steve Sloane. But the strategy is paying dividends, with some of...
Pzena, Invesco managers top new investment skill benchmark
Teams from Pzena and Invesco scored highly against the Northern Trust-backed Essentia Analytics’ Behavioural Alpha Benchmark, a system designed to...
Blood, booms and 'barefoot millionaires': The Anthony Menico story
You can't judge a book by its cover in the far north of Australia, says adviser Anthony Menico. Sometimes it's the most unassuming clients that have the most...
Embracing the loneliness mindset: Rich Pzena and the deep value dilemma
"I wouldn’t employ someone from a growth house and try to turn them into a value investor," says Rich Pzena. "It doesn't work, they're different people."
No slowing down for the Indiana Jones of Emerging Markets
The emerging markets pioneer turned a $100 million fund into a $60 billion behemoth over 30 years. And even now, well past 80, Mark Mobius still spends 250...
The deceased-estate detective with a nose for lost shares
Handling emotionally charged phone calls as a Lifeline counsellor taught Jon Moses the patience required to conduct forensic searches for lost shares and...
Paul Nicol came for the advice, stuck around for the career
A visit to an adviser at a young age gave Paul Nicol pause for thought. Instead of just investing with the help of a financial planner, why not put in the hard...
Meet Josh Lee, an advice director at 27 with a full book of clients and millions of online fans
By age 24 he had more clients than he could handle. On his 26th birthday Josh was appointed as a director at Link Wealth Group. "I hit the ground running," he...
Japan's second economic coming on the horizon: Platinum CEO Andrew Clifford
Japan's spectacular decline may still be spooking investors, but the recovery is well and truly underway according to Platinum's Andrew Clifford, who spoke at...
Clarity of purpose is what we want to see in borrowers: Epsilon
The mid-market private manager's co-founding partner, Mick Wright-Smith, expounds on the biggest red flag borrowers can wave, as well as the lending advice...
Westpac's Evans sees no rate cuts before May as pessimism digs in
Bill Evans, who will step down next year after three decades as Westpac's chief economist, says "deeply pessimistic" consumer sentiment despite the RBA's...