- The Process of Being a Planner. Haas, Donald Ray // Advisor Today;Dec2000, Vol. 95 Issue 12, p40
Presents information on the scope of the engagement process of being a financial planner. List of items that are important in an engagement agreement with a client; How a relationship with a client is enhanced; Response to a question from a client regarding potential conflict of interest.
- Consumers Sleeping Tighter. Jones, Lucretia DiSanto // Advisor Today;Apr2002, Vol. 97 Issue 4, p30
Presents the result of the 2002 Consumer Survey conducted by the Certified Planner Board of Standards Inc. Reasons for the reliance of consumers on financial advisors; Financial characteristics of life stages.
- With attitude. // Advisor Today;Apr2002, Vol. 97 Issue 4, p37
- An image problem. Taylor, Mike // Money Management;10/28/2010, Vol. 24 Issue 40, p2
The article discusses the findings of a survey conducted by Roy Morgan Research regarding the views of consumers about financial planners in Australia.
- Needs must. Le Beau, Peter // Money Marketing;9/29/2011, p46
In this article the author discusses the need of financial advisers to focus on their clients and not on their products in Great Britain.
- What Advisers Are Saying. Wickendens, Phil // Money Marketing;7/25/2013, p51
The article explores the importance for advisers to understand the behavior of their clients before convincing them to take their service, which according to the author is based on trend of modern brands being more human, trustworthy and likeable.
- Consumers mystified about planners' job description. COWLING, KATE // Money Management;2/19/2015, Vol. 29 Issue 2, p3
The article discusses the result of a research conducted by the Financial Services Council which reveals that many consumers have no idea about the job description of a financial planner in Australia.
- Long in the tooth but not short of good sense. BAMFORD, NICK // Money Marketing;1/21/2016, Issue 1517, p27
The author discusses advantages and disadvantages of the 2015 pension freedom regulations for British financial regulators, financial advisers, and consumers.
- From Toys to Tools: Technology's Effect on Client Communications. McCarthy, Ed // Journal of Financial Planning;Jul2000, Vol. 13 Issue 7, p62
Examines how financial planners are adopting technologies in communicating with their clients. Impact of e-mail on the contact-response cycle with clients; Concerns of planners on putting client portfolio reports on Web sites.