Article Abstract:
Certified public accountant Doug Mateljan, the head of Mateljan & Associates in Perth, Australia, turned to financial planning because his existing business/management consulting clients needed advice on areas of finance such as investments and insurance. He feels that his relationships with his clients are built on trust and service.
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Article Abstract:
Three certified public accountants (CPAs) advise on how to decide on the best business model to choose to suit a particular financial plan. Each CPA presents a different angle, with the first working for an independent small dealer, the second for a franchise of accountants, and the third a consolidator.
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Article Abstract:
The link between an investment manager's investment style and his performance was shown in an investment study in the US in the 1970s. Managers focus on either growth or value, and each type of invesment is focused on different sectors of the economy.
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