Crossing the Line

Peck, Maureen
February 2003
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p10
Academic Journal
The article focuses on the application of moral judgment as more important than the damage they may do in the process of acquiring it. It seems that every morning on the radio or in the newspapers, yet another company's unethical practices have been exposed. The profession of financial planning is not immune, There are planners who, in the interest of pulling in extra income, encourage clients to buy inappropriate products, or they might push a client to keep assets under management in order to collect larger fees, when instead the client should be putting some of that money to other critical uses, such as insurance or paying down debt. By no means is it to say it is wrong to pursue dreams, to acquire, to succeed.


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