Bell tolls for Stewart, in a good way
Having parted ways with its external distribution partner, Bell Asset Management is ramping-up its strategy to augment its internal capabilities, having hired former Allianz Retire+ wealth distribution lead, Andrew Stewart, in a newly created role of head of retail sales.
Out of the blue, and keeping clients in the black
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.
Why a regional base is a 'superpower' for this advice firm
Despite the success of this regional advice firm, advisers like Kane Leersen aren't out to rule the world. Instead, they have an ambition to "grow by good" by serving the people that make up their local community.
'Intelligence, empathy and respect': Escala's Amanda Fong
Like many successful advisers, Escala's Amanda Fong has had a "strange" career path. But the Melbourne-based founding partner at Escala Partners has thrived by mixing the art and science of client care with savvy investment management.
Defusing the behaviour bomb that blows up client contentment: Jonathan Blau
Dramatic market events aren't the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping this realisation around his advice delivery process, things changed in a big way.
Building a 'formidable' advice business the real test for this former cricket star
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn't like to indulge in parallels between his sporting and business careers, but the current runs clear through the two.
Borderless world still needs advice moored in jurisdictional expertise
Despite the high levels of demand, there are still very few providers that cater specifically to expats. It's a problem Edward Cole identified early on, and sought to rectify in three main markets.
Amie Baker: From furniture fabric to a financial advice career
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was determined to help people stand on their own two feet.
'Deep in the trenches' with clients: Adviser Rebecca Pritchard
With two kids under five and a passion for personal finance, Melbourne adviser Rebecca Pritchard is well placed to help other young women and their families shape the life they truly desire.
Building a community of trusted partners: Q&A with Hugh Robertson
The Inside Network's Jamie Nemtsas sits down with award-winning financial adviser Hugh Robertson to discuss how to build 'centres of influence' that can help take an advice business to the next level.
'Pat the dogs': Vale Ian Murdoch, an adviser with heart
Ian was a mentor to many financial advisers, and I was one of them. He offered guidance, wisdom and an unwavering commitment to ethical practice. Long after he is gone, Ian's influence will be felt.
'It's bittersweet': CSLR head explains the challenge of punishing and promoting advice
Just how thin the line that Berry walks becomes clear when he outlines the two paradoxical objectives of the CSLR. He has to highlight the worst in financial advice, while making it seem better and more trustworthy in the eyes of the public.
Yarra Capital's Dion Hershan on the value of humility and conviction
"Some kids read cartoons," the equities manager recalls, "and some read the sports section, but I used to read the stock market tables and try to figure out what was going up and what was going down."
Plugging the advice gap with new-to-market innovation: Leesa Swain
After witnessing the horror of the GFC, a young Leesa Swain decided to help mitigate the 'ripple effect' of bad financial management and start a journey in financial planning that has led her to a new, digitally led solution provider.
A shotgun ride with Dad put this adviser in pole position
"We’re all humans trying to make a fist of it," says Muirfield Financial Services adviser Matt Torney. "And sure, finances matter, but people and relationships matter more.”
Partners Private co-founder takes private equity path to portfolio management
Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns later, they've only recorded one that didn't reach its targeted internal rate of return.
Full circle tree-change brings Mark Folpp's adviser journey back home
It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his "inner fund manager", but the context is a whole lot different this time.
David Leon: Leading the boutique, independent advice brigade
After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It's why the Adelaide adviser was so surprised the Hayne Royal Commission took so long to come about.
The OG investment researcher: Rob da Silva on gorillas, conflicts and what advisers really want
Rob da Silva didn't plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector has its challenges, which the now-veteran researcher calls "frustrating", but it also holds real pockets of opportunity for new players to add value for advisers.
'We stick absolutely to our knitting': Simon Growden's journey with Shadforth Financial Group
Over his 28 years as an adviser, Growden has learned a lot about investing: his mantra now is “stick to what you know”. His best investment, he says, was buying equity in what became Shadforth 25 years ago, while his worst came from moving outside rule number one.
