Following is a list of Parameters articles published on PortfolioConstruction Forum throughout 2003...
ASIC's Policy Statement 170 has had the affect of virtually eliminating any mention of forecast returns in agricultural investment offers. But forecasts still exist and are frequently passed on to financial advisers. Are advisers taking on extra liability if, by accepting the research reports commissioned by research houses and handed out to advisory firms by promoters, they use these in their recommendations to clients? Full Story >
While most financial advisers at a recent Lonsec workshop on agribusiness agreed that agribusiness can play an important role in portfolios, they also expressed that there are many downsides to the current crop of agribusiness offerings available to retail investors, and that many offerings simply don't meet their client's needs... Full Story >
Perhaps the biggest theme extending through the recent National Association of Personal Financial Advisors conferences in the USA was the idea that the core service provided by financial planners is expanding beyond the numbers and beyond the managing clients' financial capital, into tending their "human capital". It's their best asset, yet nobody is managing it - helping them to offers a greater return on your time spent... Full Story >
Don't make the mistake of thinking your high net worth clients have a set and forget mentality when it comes to their investments. Research shows that one in three high income earners think about what their investments are doing while they are at work... Full Story >
Before long, the financial planning profession will have a new mainstream service: dealing with the elderly and their special issues. Bob reports from the US on "Starting Over" from US financial planning magazine, Investment Advisor. Full Story >
Most financial planners want a long-term relationship with their client, but do-it-yourself'ers would prefer a "dating" relationship. Bob reviews "Advice on Advice" from US-based Money magazine which proposes three ways financial planners can appeal to the DIY segment. Full Story >
