Trends in Financial Planning-- The Experience Paradigm

Dayley, Barry
February 2004
Community Banker;Feb2004, Vol. 13 Issue 2, p50
Trade Publication
Discusses trends in financial planning in the U.S. as of February 2004. Challenges faced by banks offering investment programs; Process of convergence undergone by the financial services industry; Details of the progression of investment product or service offerings to bank customers; Findings of the study "The Birth of a Profession: Personal Financial Advice," conducted by Dalbar Inc.


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