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| Author: | O'Reilly, B. |
| Title: | Picking the right financial planner |
| Journal: | Fortune
1991 : FEB. 25, VOL. 123:4, p. 82-85 |
| Index terms: | FINANCIAL PLANNING INVESTMENT PERSONAL FINANCE |
| Language: | eng |
| Abstract: | Advice on choosing the best financial planner. Pseudoplanners. Commission charge. Spending on a plan. How to make the choice. What a planner must be able to do. Services offered. Designation of certifications. Certified Financial Planners. Views of critics. Planners' organizations. State regulators. Need to ask for references. Need for planners to give basic investment advice. Insurance. Question of cost. |
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