Dealer group or financial planning group? A brief technical note

Santacruz, Lujer (2011) Dealer group or financial planning group? A brief technical note. Australasian Accounting Business and Finance Journal, 5 (2). pp. 127-134. ISSN 1834-2000

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Official URL: http://ro.uow.edu.au/aabfj/vol5/iss2/8/

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.

Item Type:Article (Commonwealth Reporting Category C)
Additional Information:Authors co-own copyright. No restrictions on deposit in institutional repository.
Uncontrolled Keywords:financial planning
Fields of Research (FOR2008):15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150203 Financial Institutions (incl. Banking)
Subjects:UNSPECIFIED
Socio-Economic Objective (SEO2008):B Ecomonic Development > 90 Commercial Services and Tourism > 9001 Financial Services > 900199 Financial Services not elsewhere classified
ID Code:19460
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Deposited On:08 Aug 2011 17:24
Last Modified:06 Jul 2012 14:23

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