Big vs Boutique: Q&A with Cbus' and GROW Super's CEOs

Thursday 20th July 2017
Joshua Wilson and David Atkin
Joshua Wilson and David Atkin

Conversation around the disruption of the super industry is not new, but over the last few months the subject has been hotting up as various new players in the boutique super fund space have been entering the market. Are they just a flash in the pan, or have they got what it takes to lure members away from the well-established super funds? Industry Moves asks David Atkin, CEO of $38 billion industry super fund, Cbus, and Joshua Wilson, CEO of newly-established millennial focused fund, GROW Super, to weigh in on the hot topic and share their thoughts on the benefits of both boutique and traditional funds.

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Second Quarter 2017 Moves Comparison

Thursday 13th July 2017
Second Quarter Moves Comparison 2017
Second Quarter Moves Comparison 2017

In our second quarterly roundup for 2017, we bring you a comparison report of appointment data from the past four years, including the percentage of those appointments awarded to women. Our snapshot drills down a little further and we find that while the number of female executive appointments is still under 30%, there appears to be a healthy increase in the number of female board appointments for the quarter.

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Meet Dan and Stan: IOOF's new investment duo

Thursday 6th July 2017
IOOF's new investment duo
IOOF's new investment duo

This week Dan Farmer and Stanley Yeo took over the reins at IOOF, as chief investment officer and deputy chief investment officer, following the retirement of Steve Merlicek. They speak with Industry Moves about the greatest lessons learnt from their former boss – a good dose of humour never goes astray – and their plans for the next 12 months. We also discovered Dan's favourite lunch spot and how Stanley found out the hard way that “failure is the mother of success”.





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Giles Gunesekera on the "beautiful intersection" of his worlds and a new impact fund aimed at women and girls

Thursday 29th June 2017
Giles Gunesekera
Giles Gunesekera

Following "a life changing experience" at Oxford University, Giles Gunesekera was inspired to put his learnings to good use and create Global Impact Initiative (GII) , a program that brings much needed capital from the corporate sector into the non-profit space - a "beautiful intersection" of his worlds. Giles tells Industry Moves about some of his passion projects at GII, including an impact fund set up to support the empowerment of girls and women, and names the amazing people, in and out of the industry, that have influenced his life and career.

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It’s the time of year to dig deep

Thursday 22nd June 2017
Charity Blog 2017
Charity Blog 2017

Last year, 14.9 million Australians donated to charities and non-profit organisations, totalling an impressive $12.5 billion in much-needed funds. With tax time just around the corner, and with 60% of Australian donors giving in the spur of the moment, we thought we’d lend a helping hand for our readers looking to make a last minute donation, and highlight some of the wonderful charities that our interviewees have shared with us so far this year.



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Blowing the whistle: Protecting yourself and your organisation

Thursday 15th June 2017
Robert Somerville
Robert Somerville

This week ASIC provided a spotlight on shortcomings of the Australian funds management industry’s compliance framework, highlighting results that showed less than one third of 28 responsible entities, managing over $49 billion in managed investment schemes, had an adequate whistleblowing framework in place. Industry Moves caught up with an expert in the field, Robert Somerville, director of risk advisory at Deloitte , who spoke of Australia's maturing process around whistleblowing, the best way to protect a whistleblower's anonymity, and the importance of training to benefit both employees and organisations.

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"Mentoring the next crop of young professionals."

Thursday 8th June 2017
Lifetime Private Wealth, Grad Mentor Program
Lifetime Private Wealth, Grad Mentor Program

Last month, we spoke with Alisdair Barr about Grad Mentor, a mentoring program that matches 'top graduates' with financial planning firms, to support graduates' first steps in the industry. This week, we speak with a Macquarie University graduate and a senior adviser at the planning firm that 'took him on', to find out their views on engaging young professionals, the role of mentorship in the industry and what they each gained from being a part of the program.



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Why the Super industry is ripe for disruption

Thursday 1st June 2017
Why the Super industry is ripe for disruption
Why the Super industry is ripe for disruption

Industry Moves is featuring a series of articles from Stone & Chalk chief technology officer, Simran Gambhir, on the topic of super fund disruption, with particular focus on the need to engage with millennials, the increase in ideology-based investments, and the impact of crowd-funding. In this week's piece, Simran suggests the industry is "ripe for Uberisation".

(Recently he likened start-ups and corporate organisations to "mating mice with elephants". You can read that piece here!)


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Thinking creatively, flexibly and collaboratively: Q&A with Tony Golsby-Smith

Thursday 18th May 2017
Tony Golsby-Smith
Tony Golsby-Smith

Tony Golsby-Smith is passionate about encouraging people from all walks of life to think creatively, flexibly and collaboratively. He started his career as a school teacher and now leads strategic innovation firm, Second Road, working with some of Australia’s biggest companies. This week, he speaks to Industry Moves about the importance of engaging both sides of the brain, why we shouldn’t fear the automation of the human workforce and how the ‘Experience Economy’ is a game-changer.

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"I’m absolutely convinced that the science is right." - Q&A with John Hewson on the Climate Change battle

Friday 5th May 2017
John Hewson
John Hewson

In the early 90s John Hewson's Environment Policy was overshadowed by the buzz of the GST, and he has since spent the last three decades being a champion for climate change awareness and fighting to make a difference. This week, he spoke with Industry Moves about why he thinks the current government's stance on climate change is "indefensible", told us of an upcoming project that could provide 24/7 power using sugarcane, and outlined what his priorities would be if he was Prime Minister today.

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"Two women in the tough and often divided world of financial services": Q&A with Sally Loane and Andrea Slattery

Thursday 4th May 2017
Sally Loane and Andrea Slattery
Sally Loane and Andrea Slattery

Last week the FSC and the SMSF Association hosted the inaugural Women, Super and Wealth Summit at Sydney's Sofitel hotel, gathering the industry together to share thought-provoking ideas and startling figures about women's financial wellbeing. This week, Industry Moves spoke with FSC CEO, Sally Loane, and outgoing managing director and CEO of the SMSF Association, Andrea Slattery, about the highlights of the summit, the importance of mentorship and their key pieces of financial advice for women and girls.

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The Neuroscience behind financial decision making: Q&A with Carsten Murawski

Thursday 27th April 2017
Carsten Murawski
Carsten Murawski

Broadly, we do experimental research on decision-making, at the level of both individuals and markets. We are particularly interested in how people learn and how they solve complex problems. Some of the questions we are currently addressing include how people react to extreme events (e.g., a financial market crash) and why they tend to over-react, how people solve complex problems (e.g., innovation) and how we can make them better at it, and the effect of robo-traders on financial markets and why humans will remain important in markets with robots.

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Lest we forget

Thursday 27th April 2017
Graham Long
Graham Long

Industry Moves is, and always has been, primarily about people - mostly from our industry but also those from outside the industry who inspire us and change the way we see the world. This week as the nation celebrates ANZAC Day we hear from Graham Long, self confessed "tower of weakness" and CEO & Pastor of The Wayside Chapel, who looks back on his visit to the battle fields of WWI and the lessons we can all learn about the value of human life.

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Mating elephants with mice: Q&A with Stone and Chalk's Simran Gambhir

Thursday 20th April 2017
Simran Gambhir, Stone and Chalk
Simran Gambhir, Stone and Chalk

Disruption in the superfund industry is often the elephant in the room. The process is working well, why change things now? Industry Moves met with Stone and Chalk's chief technology officer, Simran Gambhir, who said that while start-ups and corporate organisations can be like "mating mice with elephants", it's important that we open our eyes to what lies ahead. He also shared his predictions for the major industry disruptors, offered his thoughts on the makings of a successful entrepreneur and showed us a Youtube video that completely changed his life.

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"Philanthropists take a warm heart and cold eye approach to their giving": Q&A with Perpetual's Caitriona Fay

Thursday 13th April 2017
Caitriona Fay
Caitriona Fay

The title of ‘Philanthropist’ is no longer a title exclusively held by Australia’s wealthiest, with the recent Giving Australia 2016 report showing that nearly 15 million Australians donated approximately $12 billion in philanthropic funds last year. The report also highlights that while less people are digging deep into their pockets, those who are tend to be donating more than those studied for similar reports in 2005.

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First Quarter 2017 Moves Comparison

Thursday 6th April 2017
First Quarter Moves Comparison 2017
First Quarter Moves Comparison 2017

In our first quarterly roundup for 2017, we bring you a comparison of moves data from the past five years, including the number of appointments and departures year-on-year and the percentage of those appointments awarded to women. In our quarterly snapshot, we drill down further on the last three months and list the number of movers and the organisations, by sector, involved, as well as the number of roles awarded internally. We also revisit some of our interviews with the biggest movers of the year and share a tip on how to search Industry Moves to find the people behind the stats.

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Updates to Organisation pages on Industry Moves: Sectors, Key Contacts & More!

Thursday 23rd March 2017
How good is that!
How good is that!

We're always thinking up ways that we can make Industry Moves increasingly valuable to you, our readers, and we think we may have come up with a winner! You can now view organisations by sector - 18 so far, including super funds, investment managers and dealer groups - before drilling down to see participating organisation's key executives, branding and profile, Q&As, details of product and service launches, plus two years of verified appointments and departures and a link to a further three years of moves history. How good is that!

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