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
A brief encounter with Elon Musk in 2013 showed that he would not flinch at rolling the dice, writes Conexus Financial founder and managing director Colin Tate AM. But SpaceX’s mega-IPO demonstrates that citizens, regulators, capital allocators and advisers need to decide whether they are comfortable with who is holding those dice.
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.
COVER STORY Super funds explore the freedom to create"/>
IN FOCUS Investing to help clients live long and prosper"/>
FEATURE: A look inside AMP’s new goals-based advice business"/>
Leave a Comment
You must be logged in to post a comment.