29 May 2012 14:02
Financial reform is forcing a rethink on portfolio construction with investment philosophy firmly in the spotlight.
In the first of PPO’s Education Series interviews we asked Graham Rich to outline what affect Future of Financial Advice (FoFA) legislation will have on portfolio construction.
But have the financial advice community been able to make the leap from investment philosophy to portfolio construction for clients?
construction, FoFA, Graham Rich, philosophy, portfolio
Sequoia Financial Group, the ASX-listed owner of the InterPrac financial advice licensee, has disclosed a material uncertainty over its ability to continue as a going concern as regulatory and legal actions engulf the licensee. Sequoia earlier flagged its intention to revive the sale of InterPrac as a precursor to trying once again to unwind a controversial deed of cross guarantee.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Leave a Comment
You must be logged in to post a comment.