Wanted: Holistic, Certified Planning

Cornfield, Jill
August 2013
Plan Advisor News;2013, p55
The article discusses the highlights of a 2013 survey released by Certified Financial Planner Board of Standards Inc. on U.S. consumers' preference for financial advisers. Findings revealed that people are interested in advisers with a financial planning certification. More than two thirds want advisers to provide comprehensive planning services. Ninety one percent want their adviser to consider their total financial situation.


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