Adviser engagement becomes TPB main priorityBY LAURA MILLAN | TUESDAY, 5 NOV 2013 12:05PMEngaging with financial advisers who provide tax advice is the Tax Practitioners Board (TPB) first priority for 2014. Related News |
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Koda Capital poaches five JBWere advisers
Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne.
REIT returns to come back strong: Expert
Higher interest rates and the post-COVID world have led to some underperformance in the real estate sector, but returns are expected to get back to their historic levels, according to one expert.
VFMC hires client portfolio design head
Victoria Funds Management Corporation (VFMC) named a new head of client portfolio design who joined this week.
Market pessimism over Insignia 'overblown'
Sluggish flows, restructuring challenges and deteriorating debt coverage may have investors spooked, but one analyst says it's not all bad.
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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
Matt Gaden
HEAD OF AUSTRALIA
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED
Helping investors traverse financial markets and build their wealth during the peaks and troughs is Janus Henderson Investors head of Australia Matt Gaden's game plan. He tells Karren Vergara why in this long game of investing, active management wins.
