TITLE

Dereliction of duty

AUTHOR(S)
Noach, Robert
PUB. DATE
September 2011
SOURCE
Money Marketing;9/8/2011, p44
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the responsibilities that financial advisers must fulfill to help clients. It mentions that too much concern in short-term perspectives will lead to high turnover of assets with associated transaction costs and false expectations that create underachievement. It notes that a clearly differentiated savings and investment products that deliver the expected outcomes and instilling the regular savings habit are essential to help client meet their needs.
ACCESSION #
66610578

 

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