TITLE

Financial Planning Needs to Discover Its 'Ruby Slippers'

AUTHOR(S)
Rembert, Donald M.
PUB. DATE
March 2000
SOURCE
Journal of Financial Planning;Mar2000, Vol. 13 Issue 3, p119
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article focuses on the search for a financial planning strategy that will secure the vision of financial planning industry. The challenge of successfully defining the financial planning profession's advantage is through their superior relationship or soft skills and client focus but these attributes lacks the force, the strength and depth to define the profession. The solid foundation lies in standards of fiduciary conduct such as the Uniform Prudent Investor Act. It establishes a more demanding, process-directed standard for professional trustees than the Prudent Investor Rule.
ACCESSION #
2896384

 

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