TITLE

Trust, Authenticity, and the Advisor

PUB. DATE
June 2006
SOURCE
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
21691189

 

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