TITLE

What Is the Value of Financial Planning?

AUTHOR(S)
Schulaka, Carly
PUB. DATE
March 2009
SOURCE
Journal of Financial Planning;Mar2009, Vol. 22 Issue 3, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the implications of a Financial Planning Association survey, which was conducted by Harris Interactive for Ameriprise Financial. The study found that people who use the services of financial planners are more financially secure, on average, than those who do not. Even so, many customers had considered discontinuing their relationships with their financial planners.
ACCESSION #
37011860

 

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