Santacruz, Lujer (2010) Dealer group or financial planning group? A case for changing the industry terminology. In: 13th International Business Research Conference: Research for Change, 22-24 Nov 2010, Melbourne, Australia.
This paper examines whether the industry practice of using the term dealer group when referring to a financial planning group contributes to the general perception that financial advisers are not objective when making financial product recommendations. An experimental design carried out through an online survey is used. This is supplemented by a direct comparison survey on the two terminologies. The results provide a case for the industry to adopt a new terminology.
|Item Type:||Conference or Workshop Item (Commonwealth Reporting Category E) (Paper)|
|Uncontrolled Keywords:||financial planning|
|Depositing User:||Mr Lujer Santacruz|
|Date Deposited:||20 Mar 2011 07:41|
|Last Modified:||03 Jul 2013 00:32|
Actions (login required)
|Archive Repository Staff Only|