Trust, Authenticity, and the Advisor

June 2006
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p32
Academic Journal
The article discusses the responsibility a financial planner has to make the best financial decisions for their clients and always exercise professional judgment, even if it displeases their customers. An example is given in which the author was hired to provide a second opinion concerning a client's financial decisions. The client was overly optimistic in his assessments of risk and expectation for returns, prompting the author to question whether his responsibility was to agree with the client or use his professional judgment.


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