TITLE

Dual Registrants Poised for Retirement Windfall

AUTHOR(S)
Powell, Bob
PUB. DATE
July 2008
SOURCE
Journal of Financial Planning;Jul/Aug2008 Supplement, p5
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses results of a study conducted by the Financial Planning Association concerning financial planner's perceptions about the retirement planning market. Planners who are both registered investment advisers and affiliated with a broker-dealer perceive greater opportunities in retirement planning than do planners who lack a broker-dealer relationship. Such dually-registered professionals tend to have a relatively greater proportion of clients approaching retirement age, and they also make greater use of retirement planning models and calculators..
ACCESSION #
33607974

 

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