Financial Planning Information Links

T3 Technology Conference Welcomes Financial Planning Students and Professors

DALLAS -- Joel Bruckenstein and David Drucker, producers of the 7th Annual "T3" Technology Tools for Today(TM) Conference today announced the gifting of generous conference "scholarships" ...

Lewis Chamberlain: Cloudware offers advantages in financial planning

About 16 years ago I was asked to speak at a conference of financial advisers about the future of the Internet and its impact on the financial services industry. As an optimist, I envisioned the Internet -- and specifically web-based applications -- as an opportunity to address the personal organizational challenges that prevent many from making consistently sound financial decisions.

Financial planning 101

Arthur R. Gallant, representing the Barnes Financial Group, spoke before the Meriden Business Networking International MIDConn group. He advised that when it came to a persons' financial planning, there are three questions to be asked. Where are you today? Where do you want to go?

Financial planning industry also needs to lift its game: AFA

It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Advisers (AFA) chief executive Richard Klipin.

Expanding intra-fund financial advice a 'slippery slope'

Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice.