Editorial

The dominant mood of planners at the recent FPA Conference was that it has been a tough year but it is important to ensure clients adhere to their long-term strategy and ...

Editorial

Deakin flags loss as costs of expansion bite

The Deakin Financial Services group has indicated that it will record a loss in the current financial year as it looks to bed down an ambitious growth strategy....

Editorial

Count touts profit upswing

Listed financial planning group Count Financial has forecast an $8 million operating profit for the current financial year....

Editorial

Wrap market’s rising star

AVANTEOS appears to have nosed in front of its competitors on its wrap platform development....

Editorial

Trust Company posts slim profit ahead of merger

Financial services company Trust Company of Australia has posted a profit of $1.97 million for the six months to August 31, which was almost 8 per cent down on the corres...

Editorial

No need to ‘get’ hedge funds to get into them

The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....

Editorial

Profit margins dwindle for US advisory firms

US Financial advisory practices are experiencing similar challenges to local advisers as their rising costs exceed growth rates, according to the 2002 US Financial Planni...

Editorial

Distinct investment styles prove more difficult down under

ACTIVE managers use different investment styles with the aim of outperforming the market. In the US, ‘value’ and ‘growth’ are two of the key styles used by fund managers ...

Editorial

No market failure, so no need to cap fees

The debate over fees and charges preoccupying industry observers over the past year and a half peaked recently with the launch of the Labor Party’s policy platform includ...

Editorial

Profits grow at Fiducian despite flat inflows

Listed financial planning group Fiducian has grown net profits by 14 per cent for the financial year ending June 30, 2002, despite lower than expected net fund inflows th...

Editorial

Snowball shows early form despite loss

Financial services group Snowball has released its preliminary annual results and despite a 538 per cent increase in revenue to $5.24 million, will post an overall loss o...

Editorial

What should we be doing in asset allocation?

In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...