TITLE

The Who's In/Who's Out Game

AUTHOR(S)
Thompson, Duane R.
PUB. DATE
July 2001
SOURCE
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Discusses the efforts of several financial services groups whose members offer financial planning advice to avoid investment adviser registration in the United States. Why insurance agents oppose adviser registration; Interest of banks in financial planning; Financial services groups who support investment adviser registration.
ACCESSION #
4806261

 

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