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For financial professionals in Portugal

Balancing wealth transfer across generations

In this webinar, Ben Rizzuto, Retirement Director and Jeremiah Buckley, co-Portfolio Manager of the Janus Henderson Balanced Fund, will discuss how financial advisors should position their business for this new generation of investors, ways they can engage with families across generations, and why a Balanced portfolio may be best suited for them.

WEBCAST: Balancing wealth transfer across generations

Jeremiah Buckley, CFA

Jeremiah Buckley, CFA

Portfolio Manager


Ben Rizzuto, CFP®, CRPS®

Ben Rizzuto, CFP®, CRPS®

Wealth Strategist


20 Apr 2023
45 minute watch

JHI

JHI

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

There is no guarantee that past trends will continue, or forecasts will be realised.

 

Marketing Communication.

 

Glossary

 

 

 

Jeremiah Buckley, CFA

Jeremiah Buckley, CFA

Portfolio Manager


Ben Rizzuto, CFP®, CRPS®

Ben Rizzuto, CFP®, CRPS®

Wealth Strategist


20 Apr 2023
45 minute watch