TITLE

FINANCIAL PLANNING

PUB. DATE
October 2007
SOURCE
Practical Accountant;Oct2007, Vol. 40 Issue 10, p14
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers news briefs related to financial planning in the U.S. The study "Uncharted Waters: Navigating the Forces Shaping the Advisory Industry" stresses that the already fiercely competitive business of investment advice will become even more competitive due to an increasing demand for financial advice. A survey from Bell Investment Advisors reveals that Baby Boomer investors may be affirmative on the role of real estate in funding their retirements.
ACCESSION #
26986461

 

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