Following is a list of Parameters articles published on PortfolioConstruction Forum throughout 2002...
Bob reviews Virtual Tools for the High Margin Practice, by Dave Drucker and Joel Bruckenstein, which offers systems and procedures for outsourcing virtually all office chores (e.g. a practical, inexpensive system of managing client files on the hard drive). Full Story >
You may know Bob Veres from his "lifestyle planning" presentations at Resnik Communication's financial planning conference back in February 2002. He is one of the USA's most influential journalists, and his particular specialty is financial planning issues. PCF has negotiated exclusive rights to republish here in Australia, relevant material from Bob's highly regarded Inside Information service which is aimed at US financial planners. Much of the information is applicable to Australian financial planners, and we'll be introducing this new service to you more fully in the coming weeks, but for now... "Wired for Wealth" is a summary by Bob of what he describes as an "Absolutely Must Read Article" about the neuroscience of investing from the October 2002 issue of (US-based) Money ... Full Story >
What does an adviser's 'duty of care' require in a "sell" situation? In the wake of Assirt and Lonsdale Securities moving a range of BT share and bond funds to a "sell", PCF's independent journalist Ian Hamilton explains why the potential for advisers to realise true value in their professional indemnity insurance just increased dramatically. Full Story >
The announcement of Westpac's takeover of BT last week raises some pertinent questions for the industry – research houses and financial planners, in particular – as to how to react from a portfolio construction point of view. Is the new entity a Buy, Sell or Hold? How long can recommendations be reasonably left on Hold? Full Story >
