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Women now account for 38.7 per cent of super account balances, compared to 23 per cent in 1994, according to ASFA....

Superannuation • 27 October 2017

New corporate collective investment vehicle might help improve the international competitiveness of Australian fund managers, according to KPMG....

Funds management • 27 October 2017

Kerrie Williams of Frontier Advisors believes her genuine interest in improving the quality of life for retirees and the broader super sector has contributed to her winni...

Features • 27 October 2017

For most of Karen Volpato’s 37-year working life, she has relentlessly sought to make the superannuation industry a member-first space, and has devoted her time to champi...

Features • 27 October 2017

AMP’s Australian wealth management net cash outflow reduced to $243 million in Q317 as a result of the 1 July changes to non-concessional super caps....

Financial planning • 27 October 2017

Implementation issues mean that RG97 has resulted in the illusion that superannuation investment fees and costs have risen by around 0.20 per cent per year, according to ...

Superannuation • 27 October 2017

As a financial planner, Tracey Sofra is passionate about empowering women to take control of their financial future. For her, financial planning is about being forward-lo...

Features • 27 October 2017

Story Wealth Management’s chief executive, Anne Graham’s active involvement in industry bodies, not to mention reaching the summit of Mt. Kilimanjaro for the Future2 Foun...

Features • 27 October 2017

One of the things that helped Susan Darroch in her career was her determination, and being unafraid of taking risks....

Features • 27 October 2017

For Marnie McLaren, a keen rugby supporter and player welfare advocate, it’s all about connecting people....

Features • 27 October 2017

As a business expansion actuary at TAL, Claire Greenwell has almost single-handedly tackled the retail reinsurance sector challenges head-on during a period of unpreceden...

Features • 27 October 2017

For Marielle Yeoh, being at the forefront of the introduction and expansion of electronic conveyancing in Australia has truly reflected her innovation agenda to “push the...

Features • 27 October 2017

As national rehabilitation manager, Joanne Graves takes pride in offering claimants a rehabilitation program at the right time in their recovery journey, assisting their ...

Features • 27 October 2017

Life insurer, AIA’s goal of making sure their executive team is inclusive of all points of view has led them to win Money Management and Super Review’s Employer of the Ye...

Features • 27 October 2017

Donna Picton’s primary role may be branch manager and private wealth adviser but she views mentoring as a natural extension of her core roles. ...

Features • 27 October 2017

Nicole Kinnear credits her win to her Statewide’s progressive and supportive environment, and chief executive, Richard Nunn for his strategic vision. ...

Features • 27 October 2017

A former NAB adviser has pleaded guilty to two charges of submitting financial planning documents for his own personal gain....

Financial planning • 27 October 2017

A strong focus on customer needs and the ability to build relationships with the right people within business has helped Louise Finlay, retail business development manage...

Features • 27 October 2017

State Street Global Advisors has appointed Bruce Apted as its new senior portfolio manager to its quantitative equities team in Sydney....

Funds management • 30 October 2017

Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....

Financial planning • 30 October 2017
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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