November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p14
Academic Journal
Deals with various issues related to financial planning. How disclosure of fees and commissions for fund managers is done in Australia; Criteria used for setting the terms of financial relations between parents and children; Criticisms against the use of the asset allocation policy doctrine in advising a client.


Related Articles

  • Chris Gilchrist: How do you kill the commission zombie?  // Money Marketing (Online Edition);7/3/2012, p21 

    The article presents the author's views on adviser-charging for investment advice in Great Britain. According to the author, the fee for the advice should bear some relationship to the cost associated with the process of providing the advice. The author opines that adviser-charging that fails to...

  • Comparing super funds. Egan, Liam // Money Management;4/7/2005, Vol. 19 Issue 11, p24 

    Discusses factors to be considered by financial advisors when helping clients choose a fund in Australia. Fees and charges; Insurance cover; Rate of return.

  • Killing the AUM Fee. Elson, Rachel F. // Financial Planning;Apr2015, Vol. 45 Issue 4, p8 

    The article focuses on the concerns of registered investment advisors on user charges with the emergence of robo advisors, online wealth management services. Topics discussed include reduction in assets under management with digital technology for asset allocation, reconstruction of compensation...

  • The asset allocation decision in retirement: lessons from dollar-cost averaging. Vora, Premal P.; McGinnis, John D. // Financial Services Review;Spring2000, Vol. 9 Issue 1, p48 

    Discusses the benefits for retirees of consuming periodically from stocks than from bonds over the seven decades of United States financial markets from 1926 to 1995. Impact of inflation on consumption; Analysis of the likelihood of states in which consumption is high or low due to extreme...

  • Does Asset Management Need a Financial Planning Foundation? Lee, Shelley A. // Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p74 

    Explores the importance of financial planning to asset management. Definition of asset management; Indications of the shift in consumer preferences; Considerations made by planners before changing the focus of their investment strategy. INSET: Taking the Plunge.

  • Beyond basic diversification. NAPOLITANO, JOHN // Accounting Today;May2011, Vol. 25 Issue 5, p28 

    The article explores the evolution of asset allocation, which principle states that one is reducing his overall investment risk and volatility if his assets are invested in different asset classes. The author says asset classes in 2011 has gone beyond stocks, bonds and cash and in dividing one's...

  • Ohio Schools Seeks Hedge Fund Consultant. M. S. // Investment Management Weekly;4/9/2007, Vol. 20 Issue 14, p2 

    The article reports on the search of the School Employees' Retirement System of Ohio for a hedge fund consultant. An asset allocation policy was approved by the retirement system in which hedge funds are allowed in each asset class up to 10% of the fund's total asset. Bids for proposals are due...

  • HOW MUCH SHOULD I EXPECT TO PAY FOR FINANCIAL ADVICE? Woolley, Suzanne // Money;Sep2002, Vol. 31 Issue 9, p117 

    Looks at fees which may be charged by investment advisers. Variations in the experience levels of financial planners; Payment of fees by the hour; Comprehensive financial plans, which assess needs in terms of asset allocation, insurance, and taxes; Portfolio management.

  • DETERMINING WITHDRAWAL RATES USING HISTORICAL DATA. Bengen, Wiliam P. // Journal of Financial Planning;Oct94, Vol. 7 Issue 4, p171 

    At the onset of retirement, investment advisors make crucial recommendations to clients concerning asset allocation, as well as dollar amounts they can safely withdraw annually, so clients will not outlive their money. This article utilizes historical investment data as a rational basis for...


Read the Article


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

Try another library?
Sign out of this library

Other Topics