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The right advice

Article Abstract:

The quality of advice from investment counselors can vary enormously. Even members of the Financial Planning Association, which has a strict code of rules and ethics, have been accused of giving dismal advice in complaints lodged against them. Beware of advisors selling inappropriate products or unidentifiable fees and commissions.

Author: Quinlivan, Beth
Publisher: B R W Media
Publication Name: Personal Investment
Subject: Personal finance
ISSN: 0813-2992
Year: 1997
Financial planning, Financial planners

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Master trust fee shootout

Article Abstract:

Master funds have be gaining in popularity with banks, investment advisors and individuals. Most recently, employers who have been using master funds as investment vehicles for their employee super. The critics of master funds say their popularity is advisor-driven since master funds provide high commission and trailing fees.

Author: Quinlivan, Beth
Publisher: B R W Media
Publication Name: Personal Investment
Subject: Personal finance
ISSN: 0813-2992
Year: 1997
Consolidated financial statements

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Mercury gets bigger wings

Article Abstract:

Issues related to the managed funds at Merrill Lynch Mercury are examined. Topics include its high performance record, content of portfolios, and style of fund manager Peter Cooper.

Author: Quinlivan, Beth
Publisher: B R W Media
Publication Name: Personal Investment
Subject: Personal finance
ISSN: 0813-2992
Year: 1999
Australia, Evaluation, Product information, Personal finance, Investment companies, Mutual funds, MER, Merrill Lynch & Company Inc.

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Subjects list: Analysis, Management, Portfolio management
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