Q&As
Rebooting retirement creates new jobs
The Retirement Income Covenant has turned the spotlight on post-work life. Given the talent shortage, Fintan Thornton from Allianz Retire+ reckons it's a great time to get into this sector.
TPT Wealth to build distribution team under new general manager
New general manager at MyState's wealth management business TPT Wealth, Alan Logan, responded to some questions from Industry Moves about how he plans to grow the group's distribution team and strengthen its ESG solutions.
The value of culture in guiding a business through COVID
Sapien Ventures managing partner and head of wealth sector Helen Lorigan shares how her career experiences helped guide the company and the boards she sits on, including CPA Australia and FINSIA, through the ups-and-downs of the global pandemic.
'I do spreadsheets to calm down': Adviser profile on Joshua Drake
For Crosbie Wealth director Joshua Drake, a childhood spent getting by without much evolved into a consuming passion for understanding money and the systems that control it. Now he has an intense focus on sharing his knowledge with others who seek the freedom financial security can provide.
Out of the Muay Thai ring, and into the financial planning fire
Current financial adviser, and former Muay Thai fighter, Ben Neilson decided nearly a decade ago that it was time to consider a career with a bit more 'longevity' and hasn't looked back since.
Making ethical specialisation work: A planner's journey to live their values
Karen McLeod decided to specialise in ethical investment advice after seeing Al Gore's An Inconvenient Truth, and has watched as the sector has grown and become more widely accepted since then.
From Kangaroo herder to financial planner: Adviser profile on Ben Nash
Ben Nash founded Pivot Wealth in order to help people maximise all the financial opportunities available to them.
Planning in Berlin: How to operate a business from offshore
Caroline Bell is based in Berlin Germany, but until December last year was also a registered Australian financial planner.
Positioning yourself for your next great executive role
Judith Beck, author of No Sex at Work and the founder of both the Financial Recruitment Group and Financial Executive Women - knows a lot about recruitment and how you position yourself best for your next great role - she shared some tips with Money magazine managing editor Julia Newbould.
A brave new world for financial planners
Former Investment Trends research director Recep Peker started up his new business Empower Business Advisory in January this year and has had so much demand already needs to consider hiring people.