Archive for August, 2013

Money predictions: what are they costing you?

Written by multiforte on . Posted in News

Low returns are shaping as the new normal“. That was a headline in The Australian Financial Review in July 2012 – just over a year ago – in anticipation of another grim year on global equity markets for Australian investors.

How did that forecast turn out? And what did it cost you?

Advice clients mistaken about ‘independence’ of their adviser

Written by multiforte on . Posted in News

Recent research from Roy Morgan has revealed that many financial planning clients are confused about the independence of their adviser.

According to the research, many clients mistakenly perceived their adviser as “independent” – unaware of the relationship between their adviser and a parent company, especially where their planner does not use the branding of the institutional owner.