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Editor's Choice
Older clients boost book values
|A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show.
Super Members Council renews calls for anti-hawking extension
|The Super Members Council (SMC) has revived its predecessor's calls to extend anti-hawking legislation, slamming a sub-set of financial advisers using social media posts and cold calling to drum up business.
ASX advances CHESS replacement project
|The ASX announced today that the CHESS replacement project has entered the delivery phase.
BlackRock launches new government bond ETF
|The 15+ year Australian government bond is part of BlackRock's commitment to expand its iShares product suite.
Further Reading
Know the facts about lifetime annuities
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Expert Feed
Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Jason Huljich
JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
