TITLE

GO FIGURE

PUB. DATE
January 2009
SOURCE
Journal of Financial Planning;Jan/Feb2009 Practice Management, p18
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents several graphs and charts of interest to financial planners including one indicating the impact of an economic downturn on planners’ stress levels, another illustrating the downturn’s impact on planners’ attitudes toward asset reallocation, and a third on how planners are addressing market volatility.
ACCESSION #
36321867

 

Related Articles

  • Technology Resources.  // Financial Planning;Nov2010, Vol. 40 Issue 11, pA14 

    Several tables are presented that list a number of software resources for financial advisors as of November 2010, including the portfolio management softwares Advent, Albridge and Black Diamond.

  • Brother, Can You Spare a Paradigm? Ritchlin, Lance // Journal of Financial Planning;Dec2008, Vol. 21 Issue 12, p8 

    The article reports on market volatility with a survey from the Financial Planning Association (FPA). The FPA conducted a survey of financial planners which found that stress was elevated due to clients needing more time from them. 64% of respondents claimed that 1/5 or less of their clients...

  • Planning strategies weak on communicating risk: Milliman. Egan, Liam // Money Management;8/20/2009, Vol. 23 Issue 30, p11 

    The article focuses on the financial planning strategy frameworks in Australia. According to the Milliman Consultants & Actuaries, financial planning strategies are not effectively communicating the financial risks in which investors are exposed. It states that these risks are due to market...

  • quick look.  // Benefits Magazine;Apr2012, Vol. 49 Issue 4, p11 

    Several charts are presented that show where senior-level financial executives stand on using liability-driven investing tools to reduce volatility.

  • What Keeps You Awake at Night? Opiela, Nancy // Journal of Financial Planning;May2001, Vol. 14 Issue 5, p74 

    Focuses on factors that concern financial planners. It was found that planners have plenty of issues in mind from market volatility and client relationships to practice management issues and the future of financial planning. According to Mary Smidt, certified financial planner at Heartland...

  • Adjusting to the New Normal. Finley, Daniel C. // Journal of Financial Planning;Jan2010 Practice Management, p26 

    The article offers various strategies on how a financial planner can connect better with his client in the middle of a fluctuating market. These strategies include adjustment to the mentality of the investor which means exploring the fears of the investor regarding his financial portfolio....

  • Look inside the box for manager research. Owen, John // Money Management;6/26/2008, Vol. 22 Issue 23, p26 

    The article discusses the considerations that must be addressed by multi-manager providers in conducting management research for their clients in Australia. An in-house research team could carry out their research effectively without distraction from multiple clients with competing needs and...

  • The Future of CPAs In Financial Planning. Desmarais, David M. // CPA Wealth Provider;Oct2008, p27 

    The article discusses the future of the certified public accountants (CPAs) in financial planning. It cites several opportunities if the CPA throughout the year, which include the year-end tax planning, reviewing trust and estate documents, and tax compliance during the busy season. It contends...

  • WHY STOCK INVESTORS FREAK OUT. FINKE, MICHAEL // Research;Aug2013, Vol. 36 Issue 8, p32 

    The article presents a research revealing factors that create panic among clients during market downturns in the U.S. and further focuses on how investment advisors can limit the portfolio damage of clients. The research examines concepts such as investment risk, volatility, and loss aversion....

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics