Powered by MOMENTUM MEDIA
investor daily logo

Analysis

default image

05 May 2008 • By Columnist • 1 min read

Dealer Survey introduction

IFA's Dealer Group Survey reveals the top 100 dealer groups, by size, the big winners and losers, and analysis of what the figures mean. Welcome t...

READ MORE
default image

Standards of service

Banks and financial institutions shell out huge sums of money year after year on introducing new technologies and processes aimed at making them more ...

READ MORE
default image

CBA rolls out bank planning division

Former Macquarie banker Ian Anderson and CBA's Stewart Creighton head up new business. Commonwealth Bank of Australia (CBA) has launched Financial ...

READ MORE
default image

Financial planning wants you

The discipline, focus, dependability and leadership learnt in the armed forces makes military recruits a natural fit for the planning industry. On ...

READ MORE
default image

Learning from orthopedic surgery

Perhaps one of the main reasons planning is not a profession is because most advisers do not act as professionals in their dealings with their clien...

READ MORE
default image

Sub-prime mortgages, leverage and market contagion

To understand why the sub-prime crisis affected global markets it is important to understand long-short funds and leveraged strategies. Global bond...

READ MORE
default image

Westpoint auditor, researcher not yet out of the woods

Are KPMG and PIR out of the woods? Presumably Wealthcare and/or the Pollards can still join KPMG and PIR to the proceedings, but they will have to be ...

READ MORE
default image

Managing financial planning practice growth

Sound business management is crucial if the transition from a small practice to a medium-sized business is to be achieved successfully. Financial p...

READ MORE
default image

Be careful what you wish for

If planners are fiduciaries, what sort of fiduciaries are they and what rules apply to them? Further, what is a fiduciary anyway? There's a debate ...

READ MORE
default image

The change in climate for investors

Increasing attention to environmental and social issues will impact on future corporate revenues, profits and investment returns. Investors, consu...

READ MORE