A Financial Plan Colors Outlook…

August 2011
Journal of Financial Planning;Aug2011, Vol. 24 Issue 8, p14
Academic Journal
The article presents an outlook for financial planners in the U.S. based on the survey conducted on the American public particularly in the areas of retirement, budgeting and saving.


Related Articles

  • Advice costs you, and saves you. Evarts, Eric C. // Christian Science Monitor;4/20/98, Vol. 90 Issue 100, pB1 

    Provides information about financial planners. Factors which push people to seek a financial planner; The benefits which planners can bring to one's finances; Why it is important to learn to do as much as possible in handling your own money; Nonprofit credit-counseling services; Books offering...

  • Forward and Back. Asnes, Marion // Financial Planning;Sep2009, Vol. 39 Issue 9, p14 

    An introduction to the articles published in the magazine is presented including the suggestion on the hiring of a coach to tweak one's practice by Bob Veres, a discussion on the importance of urgency by Glenn Kautt, and "What Works Now," by Marie Swift.

  • Planners group gives up fight over `fee only,' offers logo for a price. Van Allen, Peter // American Banker;5/20/1997, Vol. 162 Issue 96, p14 

    Reports on the National Association of Personal Finance Advisors' compromise trademark which is a recognizable icon with the letters `FO' for the term `fee only.' Use of the icon on stationery and other advertising; Company's filing for trademark protection in January 1997.

  • Analyzing Clients' Feelings.  // Practical Accountant;Feb2003, Vol. 36 Issue 2, p19 

    Reports on the view of people on their financial future. Impressions on various financial professionals; Comparison between the confidence of men and women on financial future.

  • Evaluating your client's debt position. Siegel, Joel G.; Grippo, Frank // National Public Accountant;Sep93, Vol. 38 Issue 9, p42 

    Advises accountants on the management of a client's personal debt. Aspect of personal financial planning; Client characteristics; Determining the maximum debt for a client; Tips for debt management; Determining the cost of credit in terms of an annual percentage rate (APR); Payment of loan...

  • Medal plan to grade IFAs by profit potential. Greenwood, John // Money Marketing;11/15/2001, p1 

    Reports that independent financial advisers (IFA) are set to be ranked according to their profitability in terms of gold, silver or bronze, claims Cap Gemini Ernst & Young in Great Britain. Percentage of all business placed by IFA which comes from reinsurance; Functions of customer relationship...

  • WORK & HEALTH.  // Essence (Time Inc.); 

    Presents tips for finding the right financial planner. Factors that a planner should understand to be able to give quality advice; Services commonly offered by planners; Importance of verifying credentials.

  • Generation Next. Korn, Donald Jay // Financial Planning;Sep99, Vol. 29 Issue 9, p132 

    Suggests a marketing strategy for financial planners. Components of the strategy; Comments from financial planner Bill Matthews; Opportunity from the next generation of the clients.

  • Your money manager. Rowley, Laura // Self;Jan2004, Vol. 26 Issue 1, p70 

    Presents answers to inquiries related to the employment of a financial planner in the U.S. Source of objectivity concerning money matters; Professional help about asset inventory and investment portfolio.

  • Help! Get me a planner. Tyson, James L. // Christian Science Monitor;10/27/97, Vol. 89 Issue 232, pB7 

    Presents information on finding a financial planner. Concerns about possible abuse because of spotty regulation; The danger of conflicts of interest; Guidelines including references, education, compensation and others; Organizations which provide information about financial planners; First-rate...


Read the Article


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

Try another library?
Sign out of this library

Other Topics