Dealer group or financial planning group? A brief technical note

Article

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

Dealer group or financial planning group? A brief technical note

ERA Journal ID40372
Article CategoryArticle
Authors
AuthorSantacruz, Lujer
Journal TitleAustralasian Accounting Business and Finance Journal
Journal Citation5 (2), pp. 127-134
Number of Pages8
Year2011
PublisherUniversity of Wollongong
Place of PublicationWollongong, Australia
ISSN1834-2000
1834-2019
Web Address (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.

Keywordsfinancial planning
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Is identical toDealer group or financial planning group?
ANZSRC Field of Research 2020350204. Financial institutions (incl. banking)
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Byline AffiliationsSchool of Accounting, Economics and Finance
Institution of OriginUniversity of Southern Queensland
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