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Articles by Lena Ridley
Dream realised
A curious teenager sneaks into the teacher's lounge of a northern suburbs high school in Melbourne. With the silent nod of his economics teacher, he picks up a copy of The Age, unfolds the broadsheet like a blanket, flips to the economics section and begins reviewing the stock prices. "I started reading about what was happening in the economy and the world and reviewing stocks. and I guess that was really the start," explains Activus Investment Advisors managing director Robert Talevski.
Full credit
As founding partner and managing director of Tanarra Credit Partners (TCP), Graham Lees has spent the last 20 years working in a world where the tide of capital has flowed mostly in one direction: into markets. However, a new era of higher inflation, rates and volatility has roiled public markets, creating opportunities across private markets, particularly private debt. I think we all learn the most through mistakes, as opposed to when things are travelling well.
Walking the walk
Victorian Funds Management Corporation (VFMC) chief executive Kate Galvin takes pride in VFMC's promotion of gender equity and diversity, and for setting a bold vision to be one of Australia's first gender balanced fund managers. "We've made significant progress towards our goal of achieving gender balance and promoting equity, inclusion, and diversity within our organisation.
Sarah Abood named new FPA CEO
Sarah Abood (second from right) at the 2019 Professional Planner Licensee Summit Tahn SharpeDecember 9, 2021 | 8.31am The Financial Planning Association today announced the successor to outgoing CEO Dante De Gori, with former Profile Financial Services CEO and HOPE Housing Funds Management executive Sarah Abood due to start the role in mid-January 2022. Abood, who was a Professional Planner advisory board member until 2020, has over 25 years experience in financial services.
IOOF completes $41B platform migration as mass turns to scale
IOOF completed one of the largest client transfers in wealth management last weekend with over 55,000 clients and $17.5 billion worth of funds migrating onto its proprietary superannuation and investments technology platform, Evolve.
Over 2000 advisers down in 2021: Wealth Data
Tahn SharpeDecember 3, 2021 | 8.35am The advice indsutry passed a grim milestone this week, with the annual net total of advisers to come off the Financial Adviser Registry pushing past 2,000 for the first time. After the industry lost another 124 advisers this week, leaving 18,574 on the registry, the net losses for the year reached 2,062, according to research from Wealth Data.
The dealer-to-dealer dilemma
Fortnum's Neil Younger (let) and the head of BT's Practice Principals’ Community, Kon Costas BT Financial Group’s decision to cease providing dealer-to-dealer (D2D) services to the 1,300 members in its self-licensed adviser support group is not surprising. Since Westpac announced the sale of BTFG’s licensees, Securitor and Magnitude, to Viridian Advisory in 2019, the BT Practice Principals’ Community has been trading on borrowed time.
ESG doubled in importance for advisers in 2021: Investment Trends
Kurt Mayell from Investment Trends Tahn SharpeDecember 1, 2021 | 9.40am Responsible investing practices doubled in importance for finanical advisers through 2021 according to researcher Investment Trends, which calls it the fastest growing priority area for advisers right now.
The war for advice talent gets a booster shot
The Great Shuffle. The Great Resignation. The Big Quit. Mainstream media has been filled with discussion lately about this phenomenon emerging from the US. Commentators have been eagerly debating the likelihood of the same mass movement here in Australia in 2022. Broadly, we are yet to see it manifest on our shores. Resignation sentiments are still low, yet recruitment activity has increased.
The post pandemic advice practice: 5 areas that will change
The great pandemic of 2020 has forever changed our clients, our businesses and ourselves in ways we have not fully yet appreciated. We are experiencing a rapid and sometimes traumatic shift in the way we think about work and business. So, what might this mean for the advice market and financial planning practices in Australia? Five areas might deserve attention in your practice to capitalise on the silver lining to this chaotic year.
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