Employees Are Taking Over…and That's Great

Powell, Robert J.; Palaveev, Philip K.
January 2006
Journal of Financial Planning;Jan2006, Vol. 19 Issue 1, p42
Academic Journal
The article deals with surveys which assessed the employment trends in the financial planning industry in the U.S. in 2005. Surveys believed that there are two challenges to the financial advisory industry which are related to the recruitment qualifications of financial planning companies. In this regard, the factors to consider in the recruitment of investment advisors are enumerated in the essay which include the ability of the advisor to develop a structured and systematized client service.


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