TITLE

The Mole: He Wants Consumers to Know What May Be Driving Your Recommendations

AUTHOR(S)
Lee, Shelley A.
PUB. DATE
April 2008
SOURCE
Journal of Financial Planning;Apr2008, Vol. 21 Issue 4, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
An interview with unnamed financial planner is presented. When asked about this work and the focus of his practice, he refers to being a fee-only planner and he provides financial planning in both personal and corporate planning. He also shares behind-the-scenes issues of planners and suggests that consumer should be aware of what might be driving the planners of their recommendations. He states that a profession that is being examines and critiques itself would lead to higher ethics.
ACCESSION #
31527698

 

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