Articles tagged with 'robert-cumming'

Planners still grappling with software

2 February 2010 | Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern.

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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12th Annual Performance Attribution Risk Measurement Forum
15 March 2010 | Sydney Harbour Marriott Hotel
CMSF 2010
15 March 2010 | Brisbane Convention and Exhibition Centre
Wills & Estate Conference
16 March 2010 | Crowne Plaza Darling Harbour, Sydney
Islamic Finance - myths and realities, Melbourne
16 March 2010 | Melbourne
Van Eyk Conference
17 March 2010 | Wharf 8, Sydney

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.
	56%
No. It is preferable to have choice.
	8%
No. The FPA and AFA are too fundamentally different to merge.
	36%