Financial advisers say many clients have no plan

07/21/2011 | U.S. News & World Report · Financial-Planning.com

Nearly two in three of 600 financial advisers surveyed by Principal Financial Group said half of their clients have no formal financial plan. About 75% said their clients were not saving enough. Find resources and tools to assist your clients on saving for the future from the AICPA's Personal Financial Planning Section. Not a PFP Section member? Take advantage of a $50 discount on PFP membership today.

View Full Article in:

U.S. News & World Report · Financial-Planning.com

Published in Brief: