Finding the Next Einstein
- Scaled advice to add weight to FOFA reforms. McIntyre, Ashleigh // Super Review;May2011, Vol. 25 Issue 4, p3
The article reports on the alterations to the Future of Financial Advice (FOFA) in Australia, which include the introduction of scaled advice.
- Fee-for-service advice key in financial planning trial. // Super Review;May2011, Vol. 25 Issue 4, p3
The article focuses on the financial planning trial in Australia on the provision of advice on a free-for-service advice basis.
- Planning (And Not Selling) Your Way To Success. Bell, William // National Underwriter / Life & Health Financial Services;6/30/2008, Vol. 112 Issue 25, p14
A personal narrative is presented which explores the author's experience of being in the financial services industry. INSET: Key To A Successful Client Engagement.
- INDEPENDENT VIEW. Rose, Philip // Money Marketing;5/15/2003, p31
Focuses on the need for additional financial advisory services in Great Britain. Comparison of the British financial advisory market with that of Canada; Need for cost-effective financial advice for low income people in the country.
- THE TECHNICAL QUIZ. // Money Marketing;10/3/2013, p54
A quiz about financial services is presented.
- Banks avail of 75% of for-sale foreclosure quota for Q4. // Hungary A.M.;11/27/2013, p4
The article reports that financial institutions in Hungary can avail 75 percent of for-sale residential properties foreclosure quota for fourth quarter of 2013.
- Govt could extend LTC deferred payments scheme. Dale, Samuel // Money Marketing (Online Edition);11/7/2013, p43
The article reports that the British government is considering to change the Care Bill to ensure wealthier individuals can access the deferred payments system.
- 3 Practice Fixes to Combat Robo Advisors. Rozen, Miriam // Financial-planning.com;9/11/2014, p4
The article discusses the possible upgrade advisors should consider to deal with the threats posed by technological innovation to financial advisory industry with robo firms.
- Burning Questions. Ritchlin, Lance // Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p8
An introduction to the journal is presented in which the editor discusses an article on the changing role of financial planners in dealing with clients in highly emotional events and an interview with Securities and Exchange Commission chairman Mary Schapiro.