TITLE

PRACTITIONER SOUNDOFF

PUB. DATE
December 1997
SOURCE
Journal of Financial Planning;Dec1997, Vol. 10 Issue 6, p99
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents the short narratives of several financial planners on how their clients reacted to the stock market crash of October 27, 1997. General reduction in calling clients; Activities of a financial adviser before the market crash. INSET: Untitled.
ACCESSION #
1392

 

Related Articles

  • Riding It Out. Katz, Deena // Financial Planning;Feb2008, Vol. 38 Issue 2, p45 

    The article offers suggestions to financial planners on assisting their client-investors survive economic crises in the U.S. The ultimate aim of planners during economic turbulence is to prevent their clients from destroying their financial plans. To do this, planners should inform their client...

  • Winning Over Clients Who Have Been Burned. LEUNG, MATTHEW // On Wall Street;Dec2010, Vol. 20 Issue 12, p51 

    The article relates the views of several top branch managers on the challenges facing financial advisors in the post-market crises situation in the U.S. in 2010. These include generating new clients and gaining client trust. According to the article, the role of financial advisors has expanded...

  • Putting theory into practice. Jaiswal, Kamya // Money Today;8/6/2009, p3 

    The article presents specific and practical pointers on how to pick the right financial adviser who will genuinely protect and work for your financial welfare. Impressive business cards and mere recommendations from friends and peers should not lead one to conclude his/her selection right away....

  • Risky Business. Mitchell, Donna // Financial Planning;Mar2011, Vol. 41 Issue 3, p41 

    The article reports that as of March 2011, no state can declare bankruptcy, and explains how such relates to municipal (muni) bonds. It states that these used to be favored by investors despite their low yields since the risks were equally low. In light of the financial crisis, however, which...

  • Be The Advisor Who Helps Business Owners Respond To Change. BROWN, JOHN H. // National Underwriter / Life & Health Financial Services;12/1/2008, Vol. 112 Issue 41, p54 

    The article offers suggestions for the financial advisors on how to guide the business owner in current financial crises. The first step involves understanding the owner's objectives and making him believe that he can still achieve his goals. It suggests that soon after clearing his doubts, the...

  • Fear and Apathy Reign. Stock, Howard J. // Bank Investment Consultant;Jan2009, Vol. 17 Issue 1, p12 

    The article reports on the survey conduct by Braun Research, examining the affluent investors in the current U.S. economic crisis. The survey shows that six out of 10 affluent investors are spending less, while half of them are saving less. It cites the need for these investors to ask help from...

  • The Share Club Movement In Canada. Stanley, David // Canadian MoneySaver;Feb2013, Vol. 32 Issue 5, p13 

    The article discusses the growing influence of ShareClubs in Canada. He explains that current financial crisis and minimal returns have compelled the new investors to seek help from the financial advisors and join ShareClubs to find answers to their individual financial questions. He suggests...

  • Five Years Later, Millionaire Seniors Have Few Financial Regrets.  // Retirement Market Insights;Oct2013, Vol. 9 Issue 10, p4 

    The article discusses the results of a survey of millionaire investors in the U.S. about what they would have done differently prior to the economic crisis, conducted by Spectrem Group in 2013. One-third of seniors over 65 years old said they did not take financial actions before the economic...

  • ALTERNATE REALITY. Wine, Elizabeth // Bank Investment Consultant;Oct2011, Vol. 19 Issue 10, p22 

    The article focuses the alternative investments relied by the financial advisors to shore up their clients' investment portfolios. According to a survey, 68% of financial advisors have increased the use of alternative investments such as stocks and bonds since the 2008 economic downturn. It also...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics