Reader Spotcheck

April 2000
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p33
Academic Journal
This article presents the result of the survey conducted by the periodical on various financial planning issues in the U.S. A statistics reveal that majority of financial planning practitioners failed to take formal steps to determine the value of their practice. Majority of consumers believe that the reform of the Glass-Steagall Act has a positive impact on the public. Most financial planners use a portfolio optimizer in dispensing financial advice to clients. Lastly, financial planners favor the elimination of current federal estate taxes.


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