Eight misconceptions that can hurt you

Vessenes, Katherine
April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p18
Academic Journal
Presents eight misconceptions about actions and defenses relating to investment and personal finance planning that have the potential to lead to adverse consequences for financial planners in the United States. Includes immunity from lawsuits filed by friends and relatives; Errors and omissions insurance coverage; Fee-charging practice; Personal investment in the transaction; Statute of limitations.


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