ethics advisor financial unbundling

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The Professional Financial Advisor: Ethics, Unbundling and Other Things to Ask Your Financial Advisor About

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John DeGoey

Insomniac Press, 2004

Northern Disclosures
THE PROFESSIONAL FINANCIAL ADVISOR is a constructive proposal to elevate the financial service provider (FSP, De Goey's umbrella term) to a professional standard. If a profession is to include by example physicians, dentists, and attorneys, then it assumes the financial advisor as professional will have attained a rigorous level of relevant academic competence and selfless commitment to the ...

professional

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