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Your search keyword '"FINANCIAL planning"' showing total 10 results
Start Over Descriptor "FINANCIAL planning" Topic financial planners Publication Year Range Last 10 years Publisher dow jones & company inc
10 results on '"FINANCIAL planning"'

4. Putting Robo Advisers to the Test.

Author

MOYER, LIZ

Subjects
*INVESTMENT advisors, *FINANCIAL planners, *FINANCIAL planning, *AUTOMATION
Abstract

The article offers tips on choosing automated investment advisers. Topics discussed include the common approach of robo advisers including using automation to choose investments and focus on low or no fees, the market value of assets managed by Internet-age advisers and the characteristics of a robo-adviser customer as described by software engineer Ed Lee.

Published
2015

7. A Financial Adviser By Any Other Name...

Author

PASSY, CHARLES

Subjects
*FINANCIAL planners, *FINANCIAL planning
Abstract

The article reports on the rebranding strategy of financial planners in the U.S. and the concern of financial adviser Deena Katz and other advisers on the impact of such strategy on people who need urgent financial help.

Published
2015

9. Help Wanted: a Therapist for Your Finances.

Author

TERGESEN, ANNE

Subjects
*BEHAVIORAL economics, *FINANCIAL planning, *FINANCIAL planners, *PSYCHOLOGY
Abstract

The article reports that the popularity of behavioral finance has motivated financial planners to act as therapists by helping clients get in touch with their feelings behind their relationships with money, including exploring experiences that contribute to self-destructive financial behavior.

Published
2015

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