TITLE

Talking Points

PUB. DATE
October 2002
SOURCE
Journal of Financial Planning;Oct2002, Vol. 15 Issue 10, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
7522871

 

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