Let the State Decide. Really? Yes, Really

Hughes, Bonnie A.
January 2011
Journal of Financial Planning;Jan2011, Vol. 24 Issue 1, p42
Academic Journal
The article presents the author's views as a financial planner about some ethics and practices of financial planners in the U.S., with emphasis on their significant role to the public. It cites a quote from the "Occupational Outlook Handbook 2010-2011 Edition" of the Department of Labor (DOL) and the book "The History of Financial Planning," by E. Denby Brandon Jr. and H. Oliver Welch which depicts the profession of financial planners. It notes that the role of financial planners in personal financial planning is an issue that remained confusing for the public. The author also states that their current services are a long way from savings, investments and insurance and their field will become even more undefined to consumers as the scope of financial planning profession expands.


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