Financial Advisors the Way to Go

March 2009
Journal of Financial Planning;Mar2009, Vol. 22 Issue 3, Special section p12
Academic Journal
The article discusses the results of two surveys on the public's opinion of financial advisors, one from Opinion Research Corporation and the other by Natixis Global Associates. Both surveys found that people who used the services of financial advisors were happier with their financial decisions and situations, or at least less unhappy than those who did not use professional financial advice.


Related Articles

  • Tough Luck For Big Business. Schneider, William // National Journal;4/18/2009, p23 

    The article discusses the results of a CNN poll conducted by Opinion Research in April 2009. It surveys people in the U.S. regarding the government's bailout of automotive and financial companies. The poll found that more than three-quarters of respondents said that if General Motors and...

  • Convenience and service a top concern for bank clients.  // CMA Management;Apr2004, Vol. 78 Issue 2, p11 

    This article presents a survey report, conducted by Maritz Inc., revealing that convenience and service are a top concern for bank clients in Canada. The survey was conducted by the poll of 1,000 Canadians. It describes that interest rates, fee structures and a variety of financial services and...

  • Consumers Give Planners Thumbs Up. Marer, Eva // Financial Planning;May2000, Vol. 30 Issue 5, p18 

    Reports on the consumer satisfaction polls conducted by both the Certified Financial Planner (CFP) Board of Standards and the Financial Planning Association (FPA) which deal with consumers using the services of financial advisers. Surveys participants; How respondents value financial advisers;...

  • 90% of advisers oppose contract-out ban. Pow, Helen // Money Marketing;6/7/2007, p3 

    The article reports on the poll by Steve Bee, a pension guro, which shows that ninety percent of advisers are against the Government's plan to scrap contracting out of the state second pension on a money-purchase basis in Great Britain. According to Bee, majority of the independent financial...

  • 62% of advisers say scrap fees for innocent firms. Salmon, James // Money Marketing;1/26/2006, p3 

    The article reports on a poll which showed that majority of financial advisers in Great Britain want to scrap case fees for firms found innocent of complaints. The survey also showed that these advisers are prepared to pay more if found guilty. The poll also gathered the opinion of the industry...

  • Online Straw Poll.  // Money Marketing;10/11/2012, p32 

    The article presents the results of a poll about joining the Association of Professional Financial Advisers (APFA) in Great Britain.

  • Satisfaction guaranteed. Liondis, George // Money Management;8/25/2005, Vol. 19 Issue 31, p14 

    Reports on the customer satisfaction of the majority of people who use a financial planner with the quality of advice they receive in Australia. Establishment of relationship built on trust, commitment to sound and unwavering financial advice; Obligation to improve clients' overall financial...

  • Spectacular Service for Spectacular Sales. Thomas, Gary F. // Advisor Today;Nov2007, Vol. 102 Issue 11, p72 

    The article enumerates several vital issues that financial advisors must address to successfully build a client base and create financial value in their practice in the U.S. The author highlights the importance of advertising constantly to build brand loyalty and to create a unique experience...

  • Indies take top honors in consumer poll.  // Drug Store News;9/22/2003, Vol. 25 Issue 12, p8 

    Reports on the ranking of the independent community pharmacies among the retail pharmacy outlets in the U.S. Assessment of the consumer satisfaction survey; Description of the shopping experiences; Result of the personalized service levels.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics