Debunking FP Myths; A founder of the planning profession wants to see it go back to its roots

Debunking FP Myths; A founder of the planning profession wants to see it go back to its roots

A number of current myths including the following are debunked: 1. The fee-only planner is more ethical than a financial planner who accepts commissions. 2. Financial planning is mostly made up of fee-only people doing business with wealthy clients. 3. The CFP Board of Standards and the FPA are &quo...

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Veröffentlicht in:Financial planning (Atlanta, Ga.) Ga.), 2003-05, p.1
1. Verfasser: Keeble, John B
Format: Magazinearticle
Sprache:eng
Schlagworte:
Affluence
Fiduciaries
Financial planners
Financial planning
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Zusammenfassung:A number of current myths including the following are debunked: 1. The fee-only planner is more ethical than a financial planner who accepts commissions. 2. Financial planning is mostly made up of fee-only people doing business with wealthy clients. 3. The CFP Board of Standards and the FPA are "compensation neutral." 4. The small financial planner is going to die out. 5. There is a conflict between fee-only and commission planners. 6. Financial planners are also portfolio managers.
ISSN:0746-7915