Dealer group or financial planning group? A case for changing the industry terminology

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.

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Abstract

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.


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Item Type: Conference or Workshop Item (Commonwealth Reporting Category E) (Paper)
Refereed: Yes
Item Status: Live Archive
Depositing User: Users 325 not found.
Faculty / Department / School: Historic - Faculty of Business - School of Accounting, Economics and Finance
Date Deposited: 20 Mar 2011 07:41
Last Modified: 03 Jul 2013 00:32
Uncontrolled Keywords: financial planning
Fields of Research (FOR2008): 15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150203 Financial Institutions (incl. Banking)
15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150205 Investment and Risk Management
14 Economics > 1402 Applied Economics > 140207 Financial Economics
Socio-Economic Objective (SEO2008): B Economic Development > 90 Commercial Services and Tourism > 9001 Financial Services > 900199 Financial Services not elsewhere classified
URI: http://eprints.usq.edu.au/id/eprint/18540

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