![]() Jake Jodlowski Principal, Atchison Consultants
JAKE JODLOWSKI | FRIDAY, 15 SEP 2023 The financial advisory industry is at a watershed. Its preference for customised multi-asset portfolios that gives them a direct input into client investment decisions will increasingly give way to ready-made portfolios that place investment decisions ... Read more JAKE JODLOWSKI | FRIDAY, 7 OCT 2022 It is encouraged, as we age, to regularly visit our GP to perform various stress tests to identify potential issues by incorporating scenarios such as walking on a treadmill or riding a stationary bike to test for irregular heartbeats, blood pressure ... Read more PAGE: 1 |
Latest News
European property draws interest from HESTA
HESTA is investing in European alternative property via a new mandate with global real estate investment manager Heitman.
Trade war threat sparks allocation rethink by asset owners
Geopolitical uncertainty, particularly the spectre of a global trade war and its ensuing market fallout, was top of mind for asset owners surveyed in part one of Morningstar's annual Voice of the Asset Owner Survey.
Up to two million Aussies could face super tax: FSC
New modelling from the Financial Services Council (FSC) shows that up to 1.8 million Australians currently in the workforce could be impacted by the proposed superannuation tax under one of the four scenarios.
MP says Coalition will 'fight to the death' over $3m super tax
Nationals Senator Matt Canavan says the Coalition will "fight to the death" to ensure the taxing of unrealised capital gains is abandoned.
Further Reading
Cover Story

Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.