People
Profiles, moves, and perspectives from across Australia's financial advice and investment industry.
ARK Invest's Cathie Wood on markets and the 'wonder' of innovation
After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed...
AMP flattens advice hierarchy with Hartley's chief executive role 'removed'
Hartley, who joined AMP from Sunsuper in January 2021, will help transition the AWM business to a flatter human resource model before leaving the group in...
Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle
Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new...
Fine fleece to financial planning: The advice journey of Invest Blue CEO David Stephen
To give him a taste of the farming life, Stephen's father sent him to a neighbour who offered him $400 per week in wages, with $200 of that quarantined by his...
Broadway, financial advice and Kilimanjaro: The Anne Graham story
Anne Graham and her fellow co-founders named their advice business Story Wealth because they believe every client has a compelling story to tell. Turns out...
What winning fundies go through when they lose
After posting a 16.6 per cent average annual return since 2014 and 31.8 per cent in FY20/21, the Cyan 3G Fund lost 35.8 per cent in FY21/22. So how does it...
Not-for-profit world a path to a wealth of personal experience
An adviser with a non-traditional background, Liz Wheatley has developed into a specialist in guiding charitable organisations and philanthropists. The...
Liam Shorte's route to advice via the desert kingdom
The SMSF adviser took an unusual path to joining the profession, one that involved almost a decade playing rugby on the hot sand and gravel of Saudi Arabia.
Exodus reversing? Adviser numbers on the rise in 2023
The green shoots that emerged for adviser numbers in the back half of 2022 were no fluke, with provisional advisers leading an industry resurgence after five...
ASIC commissioner cuts 5-year term early to join Vanguard
The respected lawyer will not see out his contract with the corporate regulator after accepting a role in the commercial sector.
Adviser at a crossroads: Leadership, sustainability and the election of choice
Adviser James O'Reilly had a long-held personal ambition to "stick a pin in the ground" and make a difference, but it was realising how much his clients wanted...
Emilie O'Neill: Fighting the 'ESG trade-off' perception
"Sometimes, the market thinks we prioritise ESG factors above investment fundamentals," says Perennial's Emilie O'Neill. "But the reality is that it's just...
Australian Ethical Adviser Voice Series with The Inside Network: Farren Williams
Meet Farren Williams – financial adviser Investing with Heart
From Afghanistan to advice: 'Every person matters, every dollar counts'
In between night missions in the Afghan desert, Warren Loudon would complete his financial planning assignments on a handheld 'tough book'. "When I got back to...