Recognizing conflicts of interest in financial planning: A sequential study involving pending financial planning engagements
This is a follow up quantitative study of the perception of conflicts of interest by financial planners. This study has a more robust sample and more refined research methodology.
This publication has been peer reviewed.
Year of Publication:
Journal, Book, Magazine or Other Publication Title:
Journal of Personal Finance
Monday, January 1, 2018
Wade D. Pfau, Ph.D., CFA, RFC® Walt Woerheide, Ph.D., ChFC®, CFP®, MRFC