An extract from Cerulli Associates August publication showcasing different countries attitude to superannuation.

An extract from Cerulli Associates August publication showcasing different countries attitude to superannuation.

Hamilton

In Asset this month, New fixed interest fund, Rich v Morningstar.

The Securities Commission has stepped in to stop an investment scheme in Rotorua which has reportedly raised about $8 million.

Whether global share markets now represent good value or not remains a hot topic.

Next year’s FPIA Convention will be held in Rotorua from July 24-26. The conference, Success Forum 2003, has the theme Facing Change.

A committee, which is headed by Cambridge-based adviser Alan Milton, is well under way with organising the Success Forum.

Milton says they are planning to have eight plenary sessions and 30 workshops which will cater for all members no matter what their background, business focus or experience.

The streams will cover, investments, risk, practice management including technology and special advanced sessions for more experienced financial planners.

If you would like to discuss anything about the conference contact Alan Milton or Phillip Matthews at the FPIA national office.

A critic of the original plan for Westpac to buy BT Funds Management two years ago has a different view on the current deal.

The two managed fund research houses, Morningstar and FundSource, have taken different views on the Westpac/BT deal.

Wellington