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
Frank C. Bearden
Year of Publication: 
Journal, Book, Magazine or Other Publication Title: 
Journal of Financial Planning
Financial Planning Association
Date Published: 
Sunday, August 1, 2004
Place Published: 
Denver, CO
Boyer's Domain: