COMMUNICATION AND REPORTING Good reporting is a good guide to the substance, structure and discipline of the wealth and asset management services provided. Advanced reporting should also provide an integrated analysis of all financial needs as well as description of the personalised solution. All investors looking to have their financial assets and needs managed should be looking for a comprehensive initial investment planning & asset management report, a semi/annual investment planning & asset management report and detailed analysis of portfolio performance and portfolio strategy. Not all advisors provide them, some because they cannot, others because they can get away without it. Good reporting and education has many arguments against it within the industry. There is a belief that giving the investor too much information confuses them and delays the sales process. If you want to sell and sell quickly you simplify the message. This logic is obviously biased towards the interests of the industry. You the investor actually need much more information than you are currently receiving to make the informed decisions that you need to be able to make. The section of the website provides a guide to the basic information that a service's reporting should provide. The three main reports are as follows For more detailed information on what the reports should do please see What Your Wealth Manager Be Doing in the "Is Your Money Being Managed Properly" section of the website. 
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