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

Authors:

Frank C. Bearden

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:

Integration