Home/ Author / James Dunn
    Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Abbey Minogue

  • Alex Lennard

  • Amanda Mark

  • Andrew Lockhart

  • Australian Ethical

  • Bob Desmond

  • Brad Tank

  • Complii

  • Contributor

  • David Chaplin

  • David Simon

  • Drew Meredith

  • Duncan MacInnes

  • Eleanor Moriarty

  • Eleece Quilliam

  • Emanual Datt

  • Francis Gannon

  • Francyne Mu

  • George Lin

  • Giselle Roux

  • Greg Bright

  • HMC Capital

  • Helen Nan

  • Henry Maxey

  • Invesco

  • Ishan Dan

  • Jacquelyn Mann

  • James Dunn

  • Jamie Dannhauser

  • Jamie Nemtsas

  • Jasmine Yeo

  • Jaxon King

  • Joe Millward

  • Jonathan Ruffer

  • Kevin Pelham

  • Kevin Toohey

  • Kim Ivey and Michael Armitage

  • Kristina Hooper

  • Lachlan Buur-Jensen

  • Lachlan Maddock

  • Lauren French

  • Lisa Uhlman

  • Luke Laretive

  • Matthew O'Leary

  • Michael Armitage

  • Michael Block

  • Michael McQueen

  • Mishan Dahia

  • NIcholas Ali

  • Neuberger Berman

  • Nicholas Way

  • Nick Hatzis

  • Nick Langley

  • Nicki Bourlioufas

  • Nigel Baker

  • Owen Raszkiewicz

  • Peter McPhee

  • Peter Vala

  • Phil Strano

  • Pzena Investment Management

  • Rob Perrone, Eric Marais & Shane Woldendorp

  • Rob Prugue

  • Roy Keenan

  • Sean Graham

  • Staff Writer

  • Steve Russell

  • Tahn Sharpe

  • The Inside Adviser

  • Tim Kruger

  • Tom King

  • Will Arnost

  • Yarra Capital Management

  • All Categories

  • All Categories

  • In Practice

  • Asset management

  • SMSF

  • Launches

  • Alternatives

  • Opinion

  • Legislation

  • IN Discussion

  • Fixed Income

  • M&A

  • Defensive assets

  • Compliance

  • News

  • Asset Allocation

  • Advice

  • Equities

  • Strategy

  • Investing 101

  • Global

  • Daily Market Update

  • People

  • ETF

  • Economics

  • Markets

  • Intel

  • Analysis

  • Industry

  • Private Equity

  • Technology

  • Uncategorized

  • The Inside Word

James Dunn

James is an experienced senior journalist and editor of The Inside Network's publications.

James Dunn results

Why a regional base is a ‘superpower’ for this advice firm

Despite the success of this regional advice hub, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.

James Dunn | 6th Feb 2025 | More
‘Intelligence, empathy and respect’: Escala’s Amanda Fong

Like many successful advisers, Escala’s Amanda Fong has had a “strange” career path. But the Melbourne-based founding partner at Escala Partners has thrived by mixing the art and science of client care with savvy investment management.

James Dunn | 3rd Feb 2025 | More
Super funds push ‘vulnerable’ bank stocks into stratosphere, elevating risk levels

The super funds’ collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective ownership of the banks, APRA sees “stability risk” as a salient concern for all stakeholders that can’t be ignored.

James Dunn | 24th Jan 2025 | More
Defusing the behaviour bomb that blows up client contentment: Jonathan Blau

Dramatic market events aren’t the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping this realisation around his advice delivery process, things changed in a big way.

James Dunn | 20th Jan 2025 | More
Expectations tempered as analysts forecast a choppy and volatile market in 2025

In what could be a harbinger for the coming year, the S&P/ASX 200 index has been on a roller coaster ride since the market opened on January 3. What’s making investors extremely jittery are fears incoming President Donald Trump’s policies will fuel inflation.

James Dunn | 20th Jan 2025 | More
  • ClearBridge Global Value Improvers Fund 

    The Why? What is the fund’s value proposition and purpose?  The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio Manager believes are undervalued and are improving on certain ESG measures, either through transforming their own products and services or enabling other entities to advance ESG objectives. It combines value investing with…

    James Dunn | 1st Jan 2025 | More
    Building a ‘formidable’ advice business the real test for this former cricket star

    Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn’t like to indulge in parallels between his sporting and business careers, but the current runs clear through the two.

    James Dunn | 16th Dec 2024 | More
    Borderless world still needs advice moored in jurisdictional expertise

    Despite the high levels of demand, there are still very few providers that cater specifically to expats. It’s a problem Edward Cole identified early on, and sought to rectify in three main markets.

    James Dunn | 24th Oct 2024 | More
    What’s in a name? Ask advisers, as they ponder an upgrade

    The evolving nature of advisers’ client bases, and the work they do for different parts of those, is leading to title creep. But there is little in the way of official guidance on what titles are appropriate.

    James Dunn | 21st Oct 2024 | More
    Amie Baker: From furniture fabric to a financial advice career

    It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was determined to help people stand on their own two feet.

    James Dunn | 17th Oct 2024 | More
    1 2 3 19
    Our Authors
    Popular
  • Popular posts: