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Your search keyword '"FINANCIAL planning"' showing total 5 results
5 results on '"FINANCIAL planning"'

1. Taking over PCT finances.

Author

Northall, Helen

Subjects
*GENERAL practitioners, *MEDICAL practice, *FINANCIAL planners, *FINANCIAL planning, *ACCOUNTING
Abstract

The article focuses on the detailed knowledge needed by general practitioners (GP) on the areas of health budgets and finances as well as the clinical commissioning group (CCG) managers and finance support in Great Britain. It states that GPs should make contact with PCT finance managers in order for them to understand the cost pressures and current position. It mentions the importance of gaining an understanding of the finance streams by GPs.

Published
2011

2. Financial Planners' Advice May Be Biased, Too.

Author

Damato, Karen

Subjects
*FINANCIAL planners, *CONFLICT of interests, *ETHICS, *BUSINESS ethics, *FINANCIAL markets, *INVESTMENTS, *ACCOUNTANTS, *ACCOUNTING, *MUTUAL funds, *FINANCIAL planning
Abstract

Discusses how advice from financial planners may be biased. Announcement by the National Association of Securities Dealers of settlements with securities firms used by outside planners and accountants; Way that planners and accountants may promote certain mutual funds that they are more likely to financial benefit from; Allegations against Linsco/Private Ledger Corp..

Published
2005

3. Plan to prosper.

Author

Heathcote, Andrew and Stensholt, John

Subjects
*BUSINESS planning, *FINANCIAL planning, *FINANCIAL planners, *ACCOUNTING firms, *ACCOUNTING, *INDUSTRIAL management
Abstract

Discusses the feasibility of establishing a financial planning division among accounting firms in Australia. Difference between accounting and financial planning business; Importance of assessing the client base in determining the option to set up a financial planning division; Approach in starting as a financial planner. INSET: CHANGING LANES A FUTURE IN FORENSICS..

Published
2005

4. Sometimes It Takes A Sherlock.

Author

Morgenson, Gretchen

Subjects
*STOCK prices, *CORPORATE accounting, *INVESTMENT advisors, *INVESTORS, *FINANCIAL planners, *FINANCIAL statements, *INVESTMENT analysis, *INVESTMENTS, *CONSULTANTS, *FINANCIAL planning, *CORPORATION reports, *ACCOUNTING, *CORPORATE finance, *FINANCIAL management, *MISLEADING financial statements, *STOCKHOLDERS, *PRICES of securities, *FINANCE
Abstract

Focuses on the advice of Robert A. Olstein, stockpicker and overseer of the Olstein Financial Alert fund. Olstein's ability to analyze financial statements and spot anomalies that understate or overstate performance; Comments of Olstein regarding accounting rules and estimates; Examples of how managers' assumptions can lead investors astray; Background on the overpriced stock of the Computer Sciences Corporation and the underpriced stock of American Greetings.

Published
2004

5. Keep it simple.

Author

Walters, Kath

Subjects
*ACCOUNTING, *TRADE associations, *FINANCIAL planners, *INVESTMENT advisors, *FINANCIAL planning
Abstract

Reports that CPA Australia has discovered that some of its members are handing over 80-page documents to their clients, which might put them in breach of the act. Need for financial planners to inform their clients in the statement about the advice given, the information on which it is based and how they get paid; Contents of the statement.

Published
2004

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