TITLE

STAT BANK

PUB. DATE
January 2011
SOURCE
Journal of Financial Planning;Jan2011, Vol. 24 Issue 1, p15
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents statistics on the financial trend and activities of financial executives in the U.S. which include the financial planners' time spending in planning, the average expense ratio on mutual funds and the percentage of investors who would spend their 25,000 dollars on investment.
ACCESSION #
57458266

 

Related Articles

  • Observer.  // Journal of Financial Planning;Jan2006, Vol. 19 Issue 1, p28 

    The article presents news briefs related to the financial planning industry in the U.S. as of January 2006. Spectrem Group reported that a large proportion of investors in the country are interested in investing in mutual funds. The energy generating sector of the nation is performing well since...

  • A Moving Target? Lisanti, Joseph // Financial Planning;Feb2012, Vol. 42 Issue 2, p88 

    The article presents guidelines for financial advisors/planners in the U.S. whose clients have target-date funds in their 401(k) plans. According to an estimation by consulting company Casey Quirk, about 48 percent of 401(k) assets could be target-date funds in 2020. Target-date funds could be...

  • B-Share Blues.  // Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p22 

    This column presents topics of online discussion for readers of "Journal of Financial Planning" for the month of April 2004. The topics are found at the journal's Web site--www.journalfp.net. B-shares are under scrutiny by the National Association of Securities Dealers and the U.S. Securities...

  • News Flash.  // Money Management Executive;8/4/2003, Vol. 11 Issue 30, p6 

    Presents news items on the mutual fund industry on August 4, 2003. Information on the Eaton Vance Tax-Managed Dividend Income Fund launched by Eaton Vance; Push emails added by MassMutual Financial to its defined contribution and defined benefit services; Results of a study from Charles Schwab...

  • Lifeboat Drills. Walker, Lewis J. // Journal of Financial Planning;Oct95, Vol. 8 Issue 4, p154 

    This article suggests that the failure of so many advisers has led to an economic shift from a deflationary trend back to an inflationary trend. Recently financial planner explained that the returns now available in stocks were such that people should move the equity in their homes into the...

  • Planner Confidence in Mutual Funds Diminished . . .  // Journal of Financial Planning;Mar2004, Vol. 17 Issue 3, p21 

    This article discusses the results of a survey conducted by the Certified Financial Planner (CFP) Board, which investigated planner confidence toward mutual funds. Six in ten CFP professionals reported that they are less confident than before in the U.S. markets. In contrast, nearly nine in...

  • News Flash.  // Money Management Executive;8/4/2003, Vol. 11 Issue 30, p6 

    Presents news items on the mutual fund industry on August 4, 2003. Information on the Eaton Vance Tax-Managed Dividend Income Fund launched by Eaton Vance; Push emails added by MassMutual Financial to its defined contribution and defined benefit services; Results of a study from Charles Schwab...

  • new products.  // Financial Planning;Aug2005, Vol. 35 Issue 8, p52 

    Introduces several investment products launched by various financial planning firms in the U.S. as of August 2005. Value Plus Real Estate Investment Trust from Lightstone Securities; Simple LTC Solution insurance from Penn Treaty American Corp; American Franchise Fund mutual fund from Van...

  • Who Do You Trust? Wong, Carmen R. // Money;Sep2004, Vol. 33 Issue 9, p142 

    This article offer advice on how to find a financial advisor one can trust with their money. The NFL Players Association (NFLPA) strongly encourages its rookies to choose their advisers from those approved by the NFLPA Financial Advisers Program. But once a rookie has culled a handful of...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics