Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....

Are you going all the way with your clients, or stopping at second base?...

If the world enters a deflationary period, how much would we need to change our thinking about investment? Rob Keavney investigates....

Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...

Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...

Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....

Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....

Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....

Investor Group overcame “extremely difficult” market conditions to deliver its best ever first-half operating profit of $8.36 million in the six months to 31 December 200...

Deakin Financial Services has reported an operating loss of $776,403 for the first half of this financial year, and predicts this will increase to a loss of $1.2 million ...

One way to grow your business and maximise efficiency is to sell more than just a core service. Max Franchitto explains what it takes to succeed at cross-selling....