TITLE

How Independent Advisors Select Investment Products

PUB. DATE
April 2006
SOURCE
Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p80
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reports on how independent financial advisors select investment products. When selecting products most investors look at several factors, including expense ratio, five-year performance, manager tenure, duration (for bond portfolios), risk-adjusted performance, three-year performance, style consistency within portfolios, average credit quality, 10-year performance, and category ranking. The article presents an in-depth look at how to rate an investment product based on all of these factors.
ACCESSION #
20836720

 

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