Planner, Concierge…

November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p29
Academic Journal
The article focuses on the extra services provided by financial planners and stockbrokers in the U.S. An article form the "St. Petersburg Times" reported how financial planners and stockbrokers provide advice in areas not exactly covered in the Certified Financial Planners course work. It was reported that a broker has advised a client on buying a refrigerator and a planner provides names to clients looking for telephone repairmen, lawn services, electricians and plumbers. The reason behind this kind of advice, reflected in the article, is that planners and brokers need to offer this kind of personal attention to clients in order to compete with online financial services. Moreover, it is said that the financial services industry is almost a personal concierge service.


Related Articles

  • Answering Financial Questions.  // Practical Accountant;Jan2006 Supplement, Vol. 39, p4 

    The article reports that the Financial Planning Association has initiated a new "Question of the Week" feature in addition to its "Ask a CFP Professional" e-mail hot- line. The aim is to educate, provide general financial planning tips, and to ultimately help individuals realize the value of...

  • Generation text. McKenna, Ian // Money Marketing;7/5/2007, p48 

    The article focuses on the failure of the financial services industry to prepare to meet the needs of the emerging generation of consumers in Great Britain. The author emphasizes that this generation face various problems including un affordable houses, questionable defined-contribution...

  • ID Theft: How Advisors Respond. Koco, Linda // National Underwriter / Life & Health Financial Services;3/27/2006, Vol. 110 Issue 12, p25 

    The article focuses on the ways financial advisors and financial firms can address identity theft with clients in the U.S. Helping clients avoid identity theft offers financial advisors with an ideal opportunity to add value to their client service. Kip Gregory, principal of Gregory Group and...

  • In Good Times . . . and Bad. Thompson, Christine J.; Papp, Rosellen C.; McMahon, Brian // On Wall Street;Apr2004, Vol. 14 Issue 4, p102 

    Discusses the approaches of some leading fund managers to tax-efficient investing and the funds they manage. Fidelity Advisor Municipal Income Fund; Pioneer Papp America-Pacific Rim Fund; Thornburg Investment Income Builder Fund.

  • Tim Newman: Why the traditional networks are abandoning independent advice.  // Money Marketing (Online Edition);1/11/2013, p18 

    The article presents the author's comments on the decrease in the popularity of independent financial advisers in Great Britain. The author says that the new financial management models pose risks such as uncertainty about advisers giving up their independence and the preparedness of clients to...

  • PIMS OUT OF CONTEXT.  // Money Marketing;6/16/2005, p37 

    Quotes several independent financial advisors in Great Britain on issues related to Premier Investment Management Services . Mike Williams, Watson Wyatt & Co. senior consultant; Justin Urquhart Stewart, Seven Investment Management; Steve Bee, head of pension strategy at Scottish Life.

  • Claim council hit by threats and break-in. Anker, Guy // Money Marketing;1/26/2006, p1 

    The article reports that the Claims Standards Council (CSC), the agency overseeing claim-chasers in Great Britain, is experiencing a string of reprisal attacks and death threats. According to CSC, its staff has suffered physical and verbal abuse. The threats allegedly stemmed from the council's...

  • Kiwis give ASIC the run around. Kelly, Ross // Money Management;10/20/2005, Vol. 19 Issue 39, p1 

    Reports on instances of unlicensed advising in Australia by financial planners from New Zealand. Defiance of Australia's Financial Services Reform rules; Action taken by the Australian Securities and Investment Commission; Consideration of enforcing penalties against unlicensed practices.

  • Financial Advice: Who Pays. Finke, Michael S.; Huston, Sandra J.; Danielle D. Winchester // Journal of Financial Counseling & Planning;2011, Vol. 22 Issue 1, p18 

    Using a cost-benefit framework for financial planning services and proprietary data collected in the summer of 2008, the client characteristics that are associated with the likelihood of paying for professional financial advice, as well as the type of financial services purchased, are...


Read the Article


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

Try another library?
Sign out of this library

Other Topics