Talking Points

October 2002
Journal of Financial Planning;Oct2002, Vol. 15 Issue 10, p22
Academic Journal
This article focuses on the column "Talking Point," published in October 2002 issue of "The Wall Street Journal." For years, fee-only financial planners have disparaged commission-charging brokers and planners. Their argument: commissions give advisers an incentive to trade clients' accounts and to recommend those products that pay the fattest commissions. Another article focuses on C Shares. Financial planner Ilene Davis, CFP, of Cocoa, Florida, thinks the current climate of discussions about fairness and ethics should extend to mutual funds' C shares. Incidentally, the difference using an income fund with an average return of about 6.5 percent versus the 11 percent on Vista for that period still results in a 74,000 dollar difference.


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