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Fiduciary Excellence

Article printed in the March 2009 Edition of the Journal of Financial Advice

New Zealand Unit Trust Disclosure: Asset Allocation, Style Analysis, and Return Attribution

Research paper now available to download

The Risk in Trust - selecting an appropriate financial advisor

The impending change in regulations for advisors including new professional bodies, disclosure, qualifications and discipline procedures are an important response to both public dissatisfaction and the need to keep pace with global trends in consumer protection and financial market standards.

Will these measures ensure independent advice or the most appropriate recommendations?