TITLE

WSJ/FPA Studies: Financial Planners Rate High with Affluent, but Can Reach More

AUTHOR(S)
King, Rebecca
PUB. DATE
November 2007
SOURCE
Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the results of two surveys demonstrating that financial planning services rate well among affluent consumers but that a majority of Americans are self-directed with regard to their finances. The surveys, one conducted by the "Wall Street Journal," and another by the Financial Planning Association and Cerulli Associates, found that among affluent consumers who use a financial planner, 85 percent would recommend their planner to a friend. Belief that a professional can do a better job than the individual was the main reason for using a financial planner.
ACCESSION #
27518307

 

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