Some Consumers Expect the Midas Touchï¿½
- A Snapshot of Denial... // Journal of Financial Planning;Feb1999, Vol. 12 Issue 2, p17
This paper references an article, titled Down, But Not Out, in the November 1998 issue of the journal American Demographics. It focused on downsized Kodak workers in Rochester, New York, who continue to spend as if nothing has changed. Their behavior illustrates the psychological and financial...
- Back to Basics. Ulin, Jon // Journal of Financial Planning;Sep2009 Solutions, p26
The article offers information on the different methods to attract and retain consumers for financial advisors in the U.S. Getting back to basics and strengthening the core competencies are some of the effective ways to attract consumers. Investors need to develop the brand name of a company...
- Survey: 31 percent of decision-makers have a comprehensive financial plan. Seltzer, Rick // Business Journal (Central New York);8/24/2012, Vol. 26 Issue 34, p1B
The article focuses on the results of the 2012 Household Financial Planning Survey from the Consumer Federation of America and the Certified Financial Planner Board of Standards Inc. According to the survey, only 31% of the sampled financial decision-makers in the U.S. have prepared a...
- Warning: Few planners are really `fee only.' Halverson, Guy // Christian Science Monitor;1/14/97, Vol. 89 Issue 34, p9
States that two thirds of financial planners or offices in the United States, claimed to offer fee-only services. Different services performed by financial consultants; Results of a survey by the Consumer Federation of America and the National Association of Personal Financial Advisors; How...
- Record number of CFP licensees announced. // Best's Review / Life-Health Insurance Edition;Mar1994, Vol. 94 Issue 11, p74
Reports that there are 27,817 certified financial planners in the United States as of December 31, 1993 compared with 25,538 in 1992.
- Survey profiles financial planners, their clients. Friedman, Amy S. // National Underwriter / Life & Health Financial Services;8/7/95, Vol. 99 Issue 32, p6
Presents the results of the 1995 CFP Survey of Trends in Financial Planning, conducted by the National Endowment For financial Education on expectations of financial planning professional of continued growth of their practice. Aging cohort of babyboomers as the strongest driver of practice...
- As the experts put it: There you go again, dimwit. Graulich, David // Business Press;8/4/95, Vol. 8 Issue 14, p27
Comments of financial experts who dispense non-stop advice about money. Personal financial advice as a hot growth industry in the United States; Fixation of the experts on retirement issues; Rise of financial experts having coincided with the decline of the fitness gurus.
- Ambitions & aspirations in 1998. Longo, Tracey // Financial Planning;Jan1998, Vol. 28 Issue 1, p116
Features the leading financial planners' business strategies for maintaining quality service for their clients in 1998. Respective profiles and goals.
- Let the good times roll. // Financial Planning;Jan1998, Vol. 28 Issue 1, p122
Presents the four leading fee-only financial planners' respective views on the hottest topics in the industry today. Client expectations; Direction of the markets.