11
Jun
2013
A Business Plan – Still a very useful document
A Caveat Most businesses do not have a business plan and there is often a good reason why: in large part, businesses evolve in an oblique way, through trial and error, rather than ...
4
Jun
2013
Advisers to get more offshore product choice via the proposed changes to Notice 2076 of CI...
Proposed changes to Notice 2076 of CISCA mean that advisers should get more offshore investment choice in the future. These regulatory changes have long been anticipated and we are ...
31
May
2013
There Will Be Haircuts
In the words of Bill Gross: "Central banks and policymakers are acting like barbers. They haircut your investments." This article, by Gross, talks to the poor outcomes you can expect ...
3
May
2013
Four Indicators of an “out the box” investment manager
In this Article, Dr. Simon Marais, CIO of Allan Gray Australia, pens one of the most important articles on investment management that we have had the pleasure of reading. This article ...
1
May
2013
Who Needs Alpha?
In this article, John Kinsley of Prudential argues the case for long term active investment.
1
May
2013
Trusts as an Investment Vehicle
In this article, Gordon Stuart of Sentinel explains trusts as an investment vehicle.
25
Apr
2013
Interview with Sandy McGregor – Part 2
In this month's podcast, we are very fortunate to have interviewed Sandy McGregor from Allan Gray. We cover the very interesting history of the business and what it had to endure to be ...
24
Apr
2013
Interview with Sandy McGregor – Part 1
In this month's podcast, we are very fortunate to have interviewed Sandy McGregor from Allan Gray. We cover the very interesting history of the business and what it had to endure to be ...
19
Apr
2013
The RDR – A Law of Unintended Consequences
This article reflects on the unintended consequence of legislation on advisers. Instead of creating more independent advisers, it seems to be chasing them into tied distribution models.
19
Feb
2013
Don’t forget the Shareholders Agreement
This article discusses the reasons why a shareholders agreement is necessary and what the main aspects of it typically are.