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Personal finance

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Just tell it like it is

Article Abstract:

Portfolio management in the uncertain economic times following an international economic downturn and terrorist attacks in the US is discussed. A poll about how financial advisers failed to reassure customers after the September 11, 2001 terrorist attacks is highlighted.

Author: Derkley, Karin
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2001
Investment Offices, Investment Companies, Open-End Investment Funds, Statistical Data Included, Forecasts and trends, Column, Securities industry, Humor and anecdotes, Customer service, Curtis, Lynne, Partnership Planning

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True value choices

Article Abstract:

Investors choose better investment performance over lower adviser fees. This outlook of the investors has created increased pressure on products such as master trusts and wrap accounts to make their fees more competitive and better understood by investors.

Author: Moore, Fiona
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2003
Services information, Beliefs, opinions and attitudes, Investors

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Who's looking after your assets?

Article Abstract:

A discussion on asset consultants in Australia and the role they play in investment policy of superannuation funds is provided.

Author: Lee, David
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2000
Management, Pension funds, Capital assets

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Subjects list: Australia, Financial services industry, Financial services, Services, Investment advisers
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