Top 10 most influential, 2004: Ones to watch
Rob Coombe: All eyes will be on Coombe as he steps into David Clarke’s shoes as head of BT. His rise through the ranks of BT, and its parent Westpac Bank, has been without peer and now there are whispers the group is looking to boost its presence in the financial planning market over the next year.
Kathryn Greiner: The new chair of the Financial Planning Association brings an independent, consumer-oriented viewpoint to the industry association — with a background very different to outgoing chair and AMP director of advice-based distribution Steve Helmich.
Ahmed Fahour: The former Citigroup chief executive has taken on the role of National Australia Bank chief executive officer Australia as part of a major senior executive reshuffle, and has already begun converging the bank’s core financial services operations. Expect ramifications.
Mercer Investment Consulting : This up-and-coming research house is the prime candidate to poach van Eyk Research’s ruling title in the retail investment management market, having so far built a strong name and team — more than one of whom have come from van Eyk’s own ranks.
Robbie Bennetts: Bennetts will find himself in the limelight if stakeholders vote to either sell or listed the massive Professional Investment Services group — currently the second largest dealer in the country.
Recommended for you
Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit.
Formal education has played a large role in enhancing the advice profession over the last decade but, with the bar now so high, two advisers debate whether it is necessary to complete additional study.
With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie Viola has said.
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?