Financial planning: a look from the outside in

Angela Ashton | PortfolioConstruction Forum | 05 August 2013

"Financial planning: a look from the outside in" by Paula H. Hogan, Journal of Financial Planning, June 2012

Paula Hogan is a US-based financial adviser who has embraced the concept of lifecycle investing. In this paper, she discusses some of the theory she finds relevant when implementing lifecycle investing with her clients and the changes to the financial planning process that it has required. There are valuabl...