June 2001
Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p23
Academic Journal
Provides information on several surveys related to financial planning. Findings of a survey of financial planners in Canada conducted by the country's Financial Planning Standards Council; Details of a survey on employee benefits conducted by the Society for Human Resource Management; Benefits of the `Practice Transition Report' to financial planners.


Related Articles

  • Share the wealth?  // Employee Benefits;Sep2008, p78 

    The article focuses on the author's perception for the issue pertaining to employee share plan. She mentions that her colleagues in the U.S. and their share administrator does not want to help about getting an all-employee plan and always find excuses not to be bothered. However, she learned...

  • Principal Launches Financial Planning Tool.  // American Banker;3/31/2006, Vol. 171 Issue 62, p7 

    The article looks at Principal Financial Group Inc. and the introduction of a financial planning program designed for advisers who provide employee benefits services. The three-part program will let advisers offer financial planning to employees at work sites at no cost to the employer or...

  • Lack of Notice Leads to Double Payment of Pension. Moore, Rebecca // Plan Advisor News;2015, p1 

    An employer's failure to notify employees that their pension assets were transferred to another plan resulted in a court ruling that it owed pension benefits to employees.

  • What it takes to be a top 2% adviser. NIELSEN, ROB // Employee Benefit Adviser;Nov2008, Vol. 6 Issue 11, p50 

    The article considers the qualities of the top 2% benefits advisers. These qualities are listening skills, confidence, confident speaking and perseverance. The author expounds on each of these qualities and explains how advisers fail in their salesmanship because they do not possess one or more...

  • Not Fee-Only? Wirehouse CFPs Kept Mum. Marsh, Ann // Financial Planning;Mar2014, Vol. 44 Issue 3, p18 

    The article reports on the 20 of the nearly wirehouse advisors who called themselves fee-only on the Chief Financial Planner (CFP) Board web site who failed to turn up any who informed clients of the change in their compensation disclosure.

  • The Pension Benefit Guaranty Corporation: What Financial Advisers Should Know. Craig, Caroline K.; Craig, Thomas R. // Journal of Financial Service Professionals;Mar2004, Vol. 58 Issue 2, p72 

    This article serves as a primer on the Pension Benefit Guaranty Corporation (PBGC) for financial service professionals, who may be called upon to render retirement planning advice to their client, including advice to a client enrolled in an underfunded, defined-benefit pension plan facing the...

  • Nest: How we are gearing up for the auto-enrol crunch. Taylor, John // Money Marketing (Online Edition);2/3/2014, p14 

    The article presents the author's views on the National Employment Savings Trust (Nest), a defined contribution pension scheme in Great Britain. He talks about the Nest's efforts to make the automatic enrolment process easy for advisers and employers, by conducting roadshows and webinars. He...

  • A new super playing field. Ward, Barry // Money Management;4/6/2006, Vol. 20 Issue 12, p22 

    The article reports on the implementation of the Transition to Retirement (TTR) regulations in Australia. The author explains the complex process of TTR calculations and suggests that financial advisers should understand all the ramifications of the strategy to maximize the opportunity for their...

  • Final countdown. York, Nicola // Money Marketing;1/19/2006, p45 

    The article reports that the growing trend for firms to shut down final-salary pension schemes is likely to bring a bonus for the advice market in Great Britain. Experts says that advisers can expect an influx of concerned consumers seeking to help on pensions as firms close their final-salary...


Read the Article


Sign out of this library

Other Topics