TITLE

The Internet as Ally for Financial Services Professionals

AUTHOR(S)
Hansch, Thomas C.
PUB. DATE
February 1998
SOURCE
Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p103
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article discusses the use of the Internet as an ally for financial services professionals. There are a number of ways financial advisors can use the Internet. Many companies use the Internet as a way to publicize their services or provide a company directory. In addition, smaller companies or individual planners can list themselves in a financial services directory. For some planners, the answer may be to create their own individual Web page. There are a number of financially focused Web developers who are experts not only in development of high-quality technical Web sites, but often also have the financial background to help planners and advisors build sites that keep pace with changes in the industry.
ACCESSION #
268961

 

Related Articles

  • Industry bodies claim FIDO is playing favourites. Egan, Liam // Money Management;5/17/2007, Vol. 21 Issue 17, p3 

    The article reports on the allegations of the financial planning associations concerning the favoritism in the calculation of industry funds in the FIDO website of the Australian Securities and Investments Commission (ASIC). It was inferred that financial planners has alleged ASIC for...

  • Is your Web site working for you or against you?  // Journal of Financial Planning;Jan2005 Supplement, Vol. 18, p10 

    The article focuses on effective Web site marketing and principals of Web site design. The author examined the Web sites of 25 financial planners and critiqued these sites. The author suggests that financial planners keep their Web site designs clear and clean; provide information about a...

  • Nic Cicutti: Online advice deniers need to think again.  // Money Marketing (Online Edition);2/20/2014, p16 

    The article comments on independent financial advisers (IFAs) offering face-to-face advice. Great Britain Financial Conduct Authority's (FCA's) Martin Wheatley said that financial products can be sold online on an advised basis with no human intervention. Even advisers who acknowledge the...

  • Asset-gathering Machines. Touryalai, Halah // Trusts & Estates;Oct2008, Vol. 147 Issue 10, p36 

    The article focuses on why wirehouse advisors are transferring to become registered investment advisor (RIA). Camden Capital Management President John Krambeer says that RIA firms are benefiting from Wall Street woes in 2008 and RIAs on "Registered Rep.'s Top 100 RIAs in America" list averaged...

  • Money Management Product bias remains. Tuohy, Larissa // Money Management;6/8/2006, Vol. 20 Issue 20, p16 

    The article comments on the issue of product bias in the renumeration models for financial planners in Australia in 2006. Many dealer groups continue to violate the rules set by the Financial Planning Association's Principles for Managing Conflicts of Interest in the country in March 2006. The...

  • When Clients Want To Change Beneficiaries. Koco, Linda // National Underwriter / Life & Health Financial Services;2/25/2008, Vol. 112 Issue 7, p12 

    The article offers information on how financial advisors handle clients who ask to change a beneficiary designation on a financial product in the U.S. The impetus could include anything from desire to add a new grandchild or charity to the list, to the intention to remove an heir who is now...

  • Nic Cicutti: The cost of Apfa's advice umbrella.  // Corporate Adviser (Online Edition);10/11/2012, p41 

    The author comments on the planned rebrand from Aifa to the Association of Professional Financial Advisers. He says that the plan could turn out to be a stunning commercial success. According to him, not only will the new Apfa be able to retain many of its existing independent financial advisors...

  • Dennis Hall: The value of outcomes over the cost of advice. Hall, Dennis // Money Marketing (Online Edition);7/10/2014, p51 

    The author comments on the outcome value on the cost of financial advice. He says that there are many variables that determine the service consumers ultimately pay, from their perspective. They can only judge what value is to them, however, that doesn't stop advisers from pronouncing their...

  • Money Marketing to launch provider service ratings.  // Money Marketing (Online Edition);3/14/2013, p29 

    The article reports that a free online monitor of provider service levels, Money Marketing Service Ratings, will be launched by Money Marketing to drive up standards across the market. Money Marketing hopes that the new service will offer investment advisers an up-to-date and ongoing picture of...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics