Sustainability in Wealth Management

Interesting article about the need to find a more sustainable way of delivering wealth management value. http://www.professionalplanner.com.au/private-banking/private-wealth-model-is-challenged/ Clearly change is coming...

By | June 8th, 2012|Uncategorized|0 Comments

Rethinking Active Management

Great articles from Tria at: http://www.triapartners.com/triapartners-blogs.php?article=content/Blog-Rethinking%20active%20equities%20businesses&type=NDM http://www.triapartners.com/triapartners-blogs.php?article=content/Blog-Active%20equities:%20how%27s%20your%20marketing%20alpha?&type=NDQ= About a number of questions concerning the future of active management in investment funds, and how products and marketing of such need to converge. Ulitmately, I see this as being a real challenge to the concept of the unit trust as a single vehicle for investor portfolios: Not [...]

By | June 8th, 2012|Uncategorized|0 Comments