TITLE

Reader Spotcheck

PUB. DATE
April 2000
SOURCE
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p33
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
3060555

 

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