10 years ago in the Journal
- Dealer model challenged. Pokrajac, Milana // Money Management;8/8/2013, Vol. 27 Issue 30, p6
The article reports on the unsustainable issues facing the traditional financial planning dealer group model in the post-Future of Financial Advice (FOFA) period in Australia.
- Platform Plays. Black, Pamela J. // Bank Investment Consultant;May2010, Vol. 18 Issue 5, p4
An introduction to the journal is presented in which the editor discusses the significance of financial planning and investment strategy, the articles "The Lost Art of Listening" and "Easing Into Pretirement."
- Here Comes The... Bridesmaid. Britton, Diana // REP.;Feb2013, Vol. 37 Issue 2, p24
The article reports on The Leuthold Group's January 2013 research report, which found that investing in the second-best performing asset class of the previous year is the optimal price-based strategy,
- Don't get trampled by the 'herd'. Ross, Janet // Hays Free Press (Buda, TX);8/7/2013, Vol. 111 Issue 19, p1D
The article offers tips on investing which include looking for quality investments and creating a viable strategy for achieving financial goals.
- How To Be Both Rich And Happy! MacKenzie, Warren // Canadian MoneySaver;Nov2015, p28
The article presents the author's views on the tools and techniques used for living happy and wealthy life of investors which includes the implementation of a good financial plan, importance of investment portfolio and performance report.
- MIStakes to haunt industry. Taylor, Mike // Money Management;6/3/2010, Vol. 24 Issue 19, p12
The article discusses the impact of the agribusiness managed investment schemes (MISs) on the financial planning industry.
- A New Dawn, A New Day, A New Life... Are You Feeling Good? Henderson, G. Derek // Canadian MoneySaver;Nov2015, p14
The article offers suggestions for financial planning and investments including the use of alternative investing tools, having different investing strategies for maximizing returns and formulating one's goals.
- CE QUIZ JUNE '14. // Financial Planning;Jun2014, Vol. 44 Issue 6, p117
A Continuing Education (CE) Quiz, based on articles in the June 2014 issue of "Financial Planning" magazine is presented.
- Room for manoeuvre. // Money Marketing;6/28/2012, p44
The article offers information on a financial planning problem wherein a client needs to share the income from his four pension plans with his former wife after his retirement, and plans to continue his investments in equities. It discusses the preference of the client to invest in a Sipp fund...