Does Asset Management Need a Financial Planning Foundation?

Lee, Shelley A.
November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p74
Academic Journal
Explores the importance of financial planning to asset management. Definition of asset management; Indications of the shift in consumer preferences; Considerations made by planners before changing the focus of their investment strategy. INSET: Taking the Plunge.


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