James Dunn Journalist Profile

Articles

An alternatives lens: What to do with a problem like liquidity?

1 month ago | insideadviser.com.au | James Dunn |Jamie Nemtsas |Drew Meredith |James DunnJames

The dominance of private credit, the resurgence of hedge funds, and the search for new sources of diversification have sparked intense debate. Should investors embrace illiquidity for the sake of higher returns? How do they distinguish genuine innovation from opportunistic band-wagoning? A shifting investment landscapeAndrew Garrett, investment director at Perpetual Private, reflects on the unexpected resilience of markets over the past two years.
Illegal SMSF access a problem, but focus on the bigger super picture

2 months ago | insideadviser.com.au | Kevin Pelham |Drew Meredith |James Dunn

The advice industry had a critical role to play in combatting the “scourge” of illegal early access that had the potential to threaten the fabric of self-managed super funds, SMSF Association CEO Peter Burgess told National Conference delegates in Melbourne this week.
'Deep in the trenches' with clients: Adviser Rebecca Pritchard

Aug 11, 2024 | insideadviser.com.au | James Dunn |Tahn Sharpe

It doesn’t take much effort for Rebecca Pritchard to put herself into the shoes of the clients sitting across from her in a consultation – she is often only about a decade ahead of them. Pritchard, a senior financial planner at Rising Tide Financial Services in Melbourne, specialises in young female clients, professional couples with young families, and recently separated women. In most of these areas, she relates very well.
CFD market 'active' again after ASIC crackdown

Jul 28, 2024 | insideadviser.com.au | James Dunn |Tahn Sharpe

Most would be aware how easy it is to trade CFDs, or ‘contracts for difference’. And it certainly is easy, with at least 18 trading platforms regulated by the Australian Securities & Investments Commission (ASIC) to offer trading in the instruments – and others that can be accessed in other countries. But CFDs need to be handled with care. A CFD emulates the underlying price of the share, index, exchange rate or commodity to which the CFD applies.
Olympians from the South East heading to Paris

Jun 26, 2024 | newsbreak.com | Daniel Sexton |South East |James Dunn

Welcome to NewsBreak, an open platform where diverse perspectives converge. Most of our content comes from established publications and journalists, as well as from our extensive network of tens of thousands of creators who contribute to our platform. We empower individuals to share insightful viewpoints through short posts and comments.
Amended QAR draft released without major changes to SOA checking rules for trustees

Jun 12, 2024 | insideadviser.com.au | James Dunn

Treasury this week released an amended draft of the first tranche of Quality of Advice Review reforms with few substantial changes from the original form, and announced the commencement of the consultation process for what is now known as the Delivering Better Financial Outcomes reform package.
Regal Partners bets big on private credit surge with $235M Merricks acquisition

Jun 4, 2024 | insideadviser.com.au | Tahn Sharpe |James Dunn

Listed alternative asset manager Regal Partners has shored up its private capital offering after announcing via the ASX that it will purchase private credit specialists Merricks Capital for $235 million. Regal Partners (RPL) will acquire 100 per cent of Merricks for $40 million in cash and the rest in shares, with the $235 million price tag equating to around 6.5x normalised EBITDA in the 2023 calender year.
What big super can learn from small funds

May 14, 2024 | ioandc.com | James Dunn |David Chaplin

It will not come as a surprise to observers of the superannuation industry that small funds are an endangered species. That’s for several reasons: regulatory pressure applied by APRA, cost pressure applied by consolidation and membership pressure applied by the fact that funds like AustralianSuper and ART can spend enormous sums on marketing.
Endowments’ long game suffers short-term setback

May 14, 2024 | ioandc.com | James Dunn |David Chaplin

The endowment model of investing – known for its relatively high allocations to illiquid investments – has been much watched (and emulated) since its advent in the mid-1980s, so the National Association of College and University Business Officers (NACUBO)-Commonfund Study of Endowments is always eagerly awaited.
The Inside Network and Future Proof make waves with Huntington Beach partnership

May 9, 2024 | insideadviser.com.au | James Dunn

In a big stride towards shaping the future of wealth management, The Inside Network has forged a strategic partnership with Future Proof, the world’s largest wealth management festival. With a shared commitment to learning, innovation and professional development, this collaboration will see 50 financial advisers and their staff travel to California to hear from local advisers, entrepreneurs and some of the greatest minds in financial advice.