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Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....
Are you going all the way with your clients, or stopping at second base?...
If the world enters a deflationary period, how much would we need to change our thinking about investment? Rob Keavney investigates....
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
This year marks the second year that Money Management has undertaken the Rating the Raters Survey which was carried out in conjunction with the Tom Collins Consultancy. T...
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...
Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....
Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....
Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...