You May Be Independent, But Are You Objective? â€¦
- New Day, New Tools. Moseley, Adam; Spencer, Wade // Investment Advisor;Aug2009, Vol. 29 Issue 8, p44
The article offers information on the different methods to maximize the use of technology to improve the efficiency of financial advisors in the U.S. It has been cited that the use of electronic equipments is an efficient tool to answer the needs and questions of clients. Moreover, it can store...
- Ducking (Swanning?) for Cover. Davey, Geoff // Investment Advisor;Aug2009, Vol. 29 Issue 8, p80
The article focuses on the negative impact on the inability of the financial advisers to assess client's investment coverage in the U.S. It has been cited that the failure of the financial advisors to accurately assess the risk tolerance of their client is one of the risks encountered by...
- Viewpoints: Women Advisors and Their Clients. // Bank Investment Consultant;Aug2010, Vol. 18 Issue 8, pA6
The article presents views from women advisors regarding financial planning for women clients in the U.S. Geri Pell, senior financial advisor at Ameriprise Financial Inc., notes her preference to practice holistic financial planning. Debbie Whitlock, co-founder of Sound Financial Partners,...
- SMAs' Real Appeal. Cieszko, Peter // Financial Planning;Dec2005, Vol. 35 Issue 12, p75
The article presents the findings of a telephone survey of financial advisers and investors on their attitudes toward separately managed accounts (SMA), conducted by Citigroup Asset Management in the U.S. in 2005. Many advisers do not know much about SMA. More than 90% of investors in SMA are...
- Warning: Few planners are really `fee only.' Halverson, Guy // Christian Science Monitor;1/14/97, Vol. 89 Issue 34, p9
States that two thirds of financial planners or offices in the United States, claimed to offer fee-only services. Different services performed by financial consultants; Results of a survey by the Consumer Federation of America and the National Association of Personal Financial Advisors; How...
- Record number of CFP licensees announced. // Best's Review / Life-Health Insurance Edition;Mar1994, Vol. 94 Issue 11, p74
Reports that there are 27,817 certified financial planners in the United States as of December 31, 1993 compared with 25,538 in 1992.
- Survey profiles financial planners, their clients. Friedman, Amy S. // National Underwriter / Life & Health Financial Services;8/7/95, Vol. 99 Issue 32, p6
Presents the results of the 1995 CFP Survey of Trends in Financial Planning, conducted by the National Endowment For financial Education on expectations of financial planning professional of continued growth of their practice. Aging cohort of babyboomers as the strongest driver of practice...
- As the experts put it: There you go again, dimwit. Graulich, David // Business Press;8/4/95, Vol. 8 Issue 14, p27
Comments of financial experts who dispense non-stop advice about money. Personal financial advice as a hot growth industry in the United States; Fixation of the experts on retirement issues; Rise of financial experts having coincided with the decline of the fitness gurus.
- Ambitions & aspirations in 1998. Longo, Tracey // Financial Planning;Jan1998, Vol. 28 Issue 1, p116
Features the leading financial planners' business strategies for maintaining quality service for their clients in 1998. Respective profiles and goals.