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2 October 2008
Is it different this time? One of our advisers stopped by my office today and spoke to me about the current 'crisis'.

10 September 2008
The seven great pillars of fiduciary wisdom For investors in search of a silver lining amid the dark clouds of the financial services industry, one positive development would be the long-overdue shake-up in the area of fiduciary standards.

20 August 2008
Plan B in control Boutique wealth manager Plan B has reported an increase in net profit of 11 percent, taking it to $4.8 million for the year to June, but funds under management stayed relatively flat at $1.77 billion.

11 August 2008
Plan B and AFG join forces Mortgage aggregator Australian Finance Group has teamed up with Perth-based wealth management adviser Plan B Group Ltd to offer a full range of mortgage products to customers.

14 July 2008
Plan B funds up 1.1% Plan B Group Holdings Ltd says it is on track to achieve its existing profit forecast, after reporting that its funds under management increased by just 1.1 per cent last financial year.

22 April 2008
Plan B’s Pearce Warns on Fiduciary Standards Managing Director of the Plan B Group, Denys Pearce, has warned that many Australian investment stewards may be vulnerable to litigation over fiduciary standards, following his appointment to the global Policy Board of the Investment Fiduciary Leadership Council (IFLC), a USA-based organisation which promotes fiduciary excellence in the financial services industry.

21 December 2007
Too much switching can result in lower returns In theory, the pooling of individual investors' savings into one investment fund, organised and managed by professionals, ought to provide a good alternative to unskilled investors buying individual stocks and losing the benefits of diversification of their portfolios. In practice, it often doesn't work like that.

7 August 2007
Plan B Group Non-Executive Director Appointed ASFA CEO