TITLE

How Do We Address Misperceptions?

AUTHOR(S)
Kagawa, Rick
PUB. DATE
September 2005
SOURCE
Journal of Financial Planning;Sep2005, Vol. 18 Issue 9, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents an article about the issue of communication and trust within the financial planning community. Ethical aspects of financial planning; Notions about the compensation given to financial planners; Misconception about the Financial Planning Association.
ACCESSION #
18184317

 

Related Articles

  • Revisiting Client Confidentiality. Bearden, Frank C. // Advisor Today;Sep2008, Vol. 103 Issue 9, p30 

    The author commemorates his first column regarding client-confidentiality in the U.S. It states that a financial advisor in practice should think of the office environment as a sealed system regarding client confidentiality. It adds that it should be remembered that as financial planning and...

  • Blessed is the code maker. Fielding, Zoe // Money Management;9/1/2005, Vol. 19 Issue 32, p21 

    Reports on the new codes of practice of the Financial Planning Association (FPA) in Australia. Comments of Sarah Brennan, board member of FPA, on the association's code of practice with regard to control adviser remuneration; Coverage, guide and principles of FPA; Strategies of FPA in dealing...

  • FPA unbundles the cost of advice. Tuohy, Larissa // Money Management;12/1/2005, Vol. 19 Issue 45, p5 

    The article focuses on the change of Financial Planning Association's (FPA) principals related to Conflicts of Interest. The FPA has been improving its four statements on Conflicts of Interest after getting a feedback from its members. The first principle is created by the combination of draft...

  • Ethics for Smarties: An 'Out of the Box' Way of Life. Adkins, Rick // Journal of Financial Planning;Feb2007, Vol. 20 Issue 2, p36 

    The article discusses ethics in the realm of financial planning. The author points out the comparisons between how financial planning worked before the actual profession existed and how it works today. He also gives mention to Aristotle's Rhetoric Theory concerning his idea of ethos, which...

  • Choosing to do it yourself. Cotis, James // Money Management;4/7/2005, Vol. 19 Issue 11, p28 

    Discusses factors to be considered by financial advisors when establishing a self-managed superannuation fund for a client in Australia. Appropriateness of the fund; Procedural steps to be followed when setting up a self-managed superannuation fund; Accreditation required for advisers.

  • Working Across Generations. MILLER, ELIZABETH // Financial Planning;Sep2015, Vol. 45 Issue 9, p96 

    The article offers suggestions to financial advisor firms for building relationships with their clients' children and grandchildren. Topics discussed include the need to improve communication to retaining those heirs; the need to suggest ways to clients regarding involve the children early on...

  • Richard Bishop: I'm fed up being a financial adviser.  // Money Marketing (Online Edition);12/7/2012, p12 

    The author expresses his disappointments being a financial adviser. The author is critical on the lack of clear guidance concerning the profession and over the resolution of issues pertaining to the retail distribution review (RDR). The author considers RDR as a complete waste of time of which...

  • A foundation for all planners. Dieters, Corinna // Money Management;6/5/2008, Vol. 22 Issue 20, p16 

    The article discusses the Financial Planning Association's (FPA's) Future2 as the foundation for the financial planning profession in Australia. The program provides planners with a vehicle for charitable giving and facilitate participation opportunities for individuals. FPA is also working on a...

  • Cultivating client trust. Viskovic, Sue // Money Management;6/19/2008 Technical Advisor Supplet, Vol. 3 Issue 3, p13 

    The article discusses the issue on cultivating client trust in the financial planning industry in Australia. In doing so, the author talks financial advisers through developing trust with new clients and maintaining it for years to come. She looks forward at how to establish the processes to...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics