TITLE

GO FIGURE

PUB. DATE
July 2009
SOURCE
Journal of Financial Planning;Jul2009 Solutions, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article offers news briefs related to financial planning management in the U.S. It reveals the online survey findings on the communication efforts made by primary advisers toward their clients. It also unveils a graph on how financial crises had affected the prospecting of financial planners. A research shows that only 18% of investors between the ages of 28-52 attempted professional financial advice, despite the fact that they control more than $5 trillion of investable assets.
ACCESSION #
43253477

 

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