Back to Search Start Over

THE VALUE OF FINANCIAL PLANNERS.

Authors :
McArdle, Brady
Source :
Business People; Aug2016, Vol. 29 Issue 8, p72-72, 2/3p
Publication Year :
2016

Abstract

The article highlights the value of a certified financial planner (CFP) for individuals to help them implement and monitor their investment plan. Topics covered include the value in net portfolio returns that a CFP can add to individuals, the significance of wealth management, and the behavioral coaching that a good CFP can provide.

Subjects

Subjects :
FINANCIAL planners
FINANCIAL planning
INVESTMENT advisors
PORTFOLIO management (Investments)
WEALTH management services

Details

Language :
English
ISSN :
1051094X
Volume :
29
Issue :
8
Database :
Complementary Index
Journal :
Business People
Publication Type :
Periodical
Accession number :
117303126

Tools

Authors Abstract Subjects Details