Industry Pioneer Claire Cohen to Retire at End of Month

Chang, Helen
December 2004
Bond Buyer;12/1/2004, Vol. 350 Issue 32020, p7
Trade Publication
This article focuses on the retirement of Clair Cohen, financial advisor. When she began, Cohen was also one of the first women in the industry. In 1989, Cohen seized the chance to create "something new" at Fitch, which had been recently purchased by Russell Fraser. Cohen had a good track record in spotting long term trends in addition to her strengths in analyzing the finance, budgeting, and debt management aspects of a credit. Cohen, who will remain as a consultant with Fitch, will be succeeded by executive managing director, Richard Raphael.


Related Articles

  • Money Management.  // Money Management;12/11/2003, Vol. 17 Issue 46, p14 

    Discusses various issues facing the financial services industry in Australia as of December 11, 2003. Reputation of fund managers due to their altered market approach; Criticism from industry executives against the industry's operational status; Advice for fund managers as they continue to...

  • Whom Do You Trust? MILLER, BILL // Research;6/1/2009, Vol. 32 Issue 6, p80 

    The author focuses on the issue of trust and the lack of it relative to the financial services industry and financial professionals. He explains how the lack of trust in terms of financial management could affect people's decision-making as many investors would hesitate entrusting their money....

  • Seven Deadly Sins of Consulting. MacKillop, Scott // Journal of Financial Planning;Sep2000, Vol. 13 Issue 9, p168 

    This article presents guidelines for evaluating consultancy services provided by financial planners. The way investment services are delivered in this country has undergone profound change in the last decade. One of the most significant changes has been the shift from the product-oriented sales...

  • Stuart Lucas on Being Wealthy, Sharing Wealth, and the KISS Principle of Wealth Management. Lee, Shelley A. // Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p16 

    The article presents an interview with Stuart E. Lucas, chairman of the Wealth Strategist Network and author of the book "Wealth: Grow It, Protect It, Spend It, Share It." Topics discussed include what it was like to be put on the Forbes 400 richest list, struggling with the challenges of...

  • The future of boutiques. Bell, Bruce // Money Management;3/16/2006, Vol. 20 Issue 9, p14 

    The article comments on the future of financial planning firms in Australia. The firms have caught the attention of Australian investors, mainly by producing good investment returns. Several factors providing evidence that the firms have a bright future include the rapidly growing superannuation...

  • Maximising returns not risk. Gunning, Peter // Money Management;3/8/2007, Vol. 21 Issue 8, p30 

    The article offers advice on how financial planners and investors can exploit growth returns from a high conviction approach without burdening themselves with complications and associated additional risks in Australia. Details on the advantages and disadvantages of investing high conviction fund...

  • AIFA'S VIEW. Severn, David // Money Marketing;2/17/2005, p33 

    The article presents views of the author on various issues related to financial services industry in Great Britain. The author disagrees on the necessity of the British Financial Services Authority's (FSA) Treating Customers Fairly project, as he believes that most of the independent financial...

  • Raising the stakes.  // Money Marketing;5/5/2005, p36 

    The article presents the views of Nick Kelly Managing director, M&E, and Neil Shillito, director, SG Wealth Management, on how they develop more high-value clients into their businesses. Kelly says that independent financial advisors should consider actively investing in relationships with those...

  • 5th ANNUAL FINANCIAL PLANNING AWARDS.  // Accounting Today;Jan2008 CPA Wealth Provider Supplem, Vol. 22, p8 

    The article announces the winners at the Fifth Annual Financial Planning Awards given by "CPA Wealth Provider" magazine, including the Amper Financial Services, Plante Moran Financial Advisors, and Genworth Financial Investment Services.


Read the Article


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

Try another library?
Sign out of this library

Other Topics