TITLE

Learning Lessons in (Not Yet) Serving the Masses

AUTHOR(S)
Hughes, Bonnie A.
PUB. DATE
January 2010
SOURCE
Journal of Financial Planning;Jan2010, Vol. 23 Issue 1, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article offers the author's insight concerning the different practices of financial planners and accountants concerning financial planning in the U.S. She notes on the belief of Karin Maloney Stifler of True Wealth Advisors, wherein, she states that the economic crisis in 2008-2009 confirmed that in general that typical middle market client has less financial capacity to sustain risks of any type. On the other hand, the author mentions the ability of Financial Planning Association (FPA) to serve the mass market much more effectively going forward.
ACCESSION #
47844618

 

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