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FINANCIAL PLANNING LITERATURE SURVEYBenjamin E. Fagan, MES∗PlusPlus Inc.Shawn Brayman, MSFEPlusPlus Inc.This study is intended to provide an environmental scan of currentresearch from Australia, Canada, United Kingdom and the UnitedStates, related to financial planning/services from 2003 to July2010. The objective of this exercise is to try and highlight researchareas where there may be gaps. This is not intended to review theresearch in any manner but rather to aggregate and document itsexistence in some broad based categories. The study was carriedout in two parts. To begin with, research was collected,categorized and totalled to determine high and low volume areas.Finally, industry practitioners and academics were petitioned toprovide their opinions. Based on our findings, Estate DistributionAnalysis, Pension Alternatives and Tax Optimization were foundto be the topics that require the most focus for further research.Modern Portfolio Theory, General Portfolio Management andProduct Shelf were the categories that were determined to be themost overly researched areas.IntroductionTo provide an unbiased review of financial planningresearch, different search methods from several sources wereemployed, followed by an assessment from industryprofessionals. The two main search methods used were to∗Shawn Brayman, PlusPlus Inc.,55 Mary St. Suite #200, Lindsay, Ontario,Canada K9V 5Z6; (705) 324-8001 ext. 306; shawn@planplus.comThe authors wish to thank the FPSC Foundation for sponsoring the researchthat is highlighted in this report. The FPSC Foundation is a charitableorganization that promotes and disseminates research for the benefit of thepublic, financial planners, academia and industry. www.fpscfoundation.ca
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