Is There a 'Soul' in Financial Planning?

Jones, Michael L.
November 2005
Journal of Financial Planning;Nov2005, Vol. 18 Issue 11, p28
Academic Journal
This article argues that there exists a soul in financial planning and explains why the existence of such a soul is important. According to the author the whole idea of who can beat the market and who can be the best performing fund, or who has the best investment story, is not what financial planning is or should be about. He contends that for there to be a soul in or of financial planning, there must be a vital core, or, according to him, central tenets of practice, that comprehensively define financial planning.


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