Howard and Yazdipour (2014) identify trust as an essential factor in retirement planning and investment management, noting that financial planners must establish a balance between trust and control in the client-adviser relationship.

Authors

• Person: Not available Organization: Financial Planning Association
  Understanding Behavioral Aspects of Financial Planning and Investing

Sources

• Understanding Behavioral Aspects of Financial Planning and Investing www.financialplanningassociation.org Financial Planning Association via serper

Referenced by nodes (3)

• retirement planning concept
• investment management concept
• financial planner concept