Columns
A former colleague of mine once offered the opinion that industry superannuation funds are reconstructed socialists - despite their union influence, these funds have grown and benefited from a global capitalist world.
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It seems each week, sometimes each day, another bank is nearing ruin or collapse.
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To understand why the sub-prime crisis affected global markets it is important to understand long-short funds and leveraged strategies.
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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 clients.
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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 careful...
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Best practice suggests the face-to-face time of advisers, including those who are working owners, should be up near the 60 per cent mark. How do you fair?
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