Recent moves snapshot

A road less travelled: Q&A with Marshall Stocker

Marshall+stocker

Marshall Stocker, Ph.D., CFA, is a world expert on how economic policy impacts investment outcomes. Earlier in 2019, he was appointed director of country research at investment firm Eaton Vance.

Here, he shares with Industry Moves his passion for emerging-market investing and some experiences that have helped shape his life. More

Competing in an increasingly self-service world 

Jean pierre+gortan

There are higher expectations on advisers and brokers - and more regulation - than ever before. Jean-Pierre Gortan and Marketplace.Finance are helping by providing upskilling in areas brokers normally don't consider, like closing a sale.

Gortan shares thoughts on how brokers can provide value, the work/life balance, and finding inspiration in the most unexpected places.  More

Growing the SMSF sector in a post-Royal Commission world

Stephen+doulgeridis+2019

Stephen Doulgeridis has been working around finance and SMSFs for the better part of 25 years.

He shares his views on starting a business in this space, how the Royal Commission is changing how providers and advisers interact, and the things he would have done differently if he had to do it all over again. More

Insights into a career spanning 5 decades with NAB

Kaye+paice

Kaye Paice has seen it all. Starting as a branch manager for NAB in the '70s and working her way up to managing a financial planning team, Paice this month ended her relationship with the bank that dates back an incredible 43 years.

We chatted with Kaye to get some insights on how the finance industry has changed, the birth of financial advice, and how people view planning in the wake of the Royal Commission. More

See all recent Q&As and a further 628 within our archive

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