TITLE

Financial Planners Don't Always Practice What They Preach

AUTHOR(S)
Powell, III, Robert J.
PUB. DATE
September 2008
SOURCE
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, Special section p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the results of a survey of financial planners, examining whether the financial behavior of advisers matches the advice such people give their clients. A special examination is given the amount of insurance financial planners own or might purchase. Topics include financial planners who recommend all types of insurance to their clients and financial planners who have errors & omissions (E&O) insurance. Also discussed are financial planners that have life insurance and term life insurance.
ACCESSION #
34262445

 

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