Personal conflicts of interest: Providing financial planning to relatives
This article describes the ironic conflicts of interest (COI) that frequently develop when a financial planner provides professional service to a relative. The fiduciary responsibility of the financial planner is at risk.
This publication has been peer reviewed.
Publication Type:
Journal Article
Year of Publication:
2004
Journal, Book, Magazine or Other Publication Title:
Journal of Financial Planning
Publisher:
Financial Planning Association
Date Published:
Sunday, August 1, 2004
Place Published:
Denver, CO
Boyer's Domain:
Additional content will be provided upon request.