Articles tagged with 'portfolio-transactions'

Planners resort to DIY software

2 July 2009 | Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software.

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Senior Tax Manager / Tax Director
Brewer Morris
Senior Practice Development Manager - Leading Bank
Randstad Recruitment - Banking & Financial Services - Melbourne
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Randstad - Contact Centre - Melbourne
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Trust Accounting Manager
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Wills & Estate Conference
23 March 2010 | Stamford Plaza, Melbourne
Super Review Annual Charity Golf Day
07 April 2010 | Roseville Golf Club
Australian Infrastructure & Investment Summit
19 April 2010 |
Morningstar Investment Conference
29 April 2010 |
Fund Manager of the Year Awards 2010
13 May 2010 |

1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?

Yes. A unified association will better serve the interests of the industry.
	59%
No. It is preferable to have choice.
	2%
No. The FPA and AFA are too fundamentally different to merge.
	39%