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

 

Related Articles

  • The Deal. Miller, Bill // Research;Apr2009, Vol. 32 Issue 4, p80 

    The article discusses the various forms of deals and the several approach in using it in terms of financial management. It examines ways on how to choose and make a deal with broker-dealers wherein they are offering transitions packages. It suggests to consider those investment firms by their...

  • What's It Worth? Grau, David // Financial Planning;Jun2003, Vol. 33 Issue 6, p97 

    Discusses various factors that may increase or decrease the value of a financial advisory practice. Seller financing; Transaction down payment; Seller involvement; Profit margin.

  • Portfolio construction methods get thumbs down. Fielding, Zoe // Money Management;10/27/2005, Vol. 19 Issue 40, p10 

    Focuses on the survey concerning the current portfolio construction processes in Australia. Respondents of the survey; Details of the management expense ratios and recent performances of the products from dealer groups; Basic portfolios using templates from the dealer group.

  • Lucky stars. Jagtiani, Sunil // Fund Strategy;11/27/2006, p20 

    The author reflects on the performance of fund managers in Great Britain. He asserts that investment skills such intelligence, judgment, temperament and experience are good factors for the success of fund managers. Their outstanding ability and tactics in handling a fund are good contributors to...

  • When Science Clashes with Art: The Financial Planner's Dilemma. Most, Bruce W. // Journal of Financial Planning;Jun96, Vol. 9 Issue 3, p36 

    This article discusses the dilemma faced by a financial planner in dealing with a client's feelings about money and other emotional aspects which can't be dealt with the help of any technological advancement, like the computer. There is little doubt that technology is revolutionizing the...

  • Innovations in Financial Planning...  // Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p29 

    This article introduces the Center for Fiduciary Studies, an organization which provides financial planning services, located at the University of Pittsburgh Katz Graduate School of Business in Pennsylvania. The center, founded by Roger C. Gibson and Donald B. Trone, offers courses for trustees...

  • Reach Out To Your Clients. Stevens, Bill // CPA Wealth Provider;Jan2009, p10 

    The article offers tips for certified public accountants and tax professionals to help their clients and the investing public in financial planning in the midst of the economic recessions. It cites the need for accountants to engage with the clients and analyze their financial state of affairs....

  • Point of difference. Watt, Gregor // Money Marketing (Online Edition);5/7/2012, p5 

    The article offers information on the complexities associated with absolute return sector, which is a type of fund management consisting of funds that focus on European equities, equities in Great Britain, global bonds and multi-asset strategies. According to an investment advisor, absolute...

  • Personal Financial Management. Scandlyn, joy // Chartered Accountants Journal;Oct2007, Vol. 86 Issue 9, p75 

    The article provides information on the basic principles of personal financial management. It describes the functions of managed funds as an investments that are managed by professional fund manager responsible for decision making that involves asset buying. Moreover, it introduces several...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics