TITLE

At your discretion

AUTHOR(S)
Davidson, Amanda
PUB. DATE
July 2006
SOURCE
Money Marketing;7/27/2006, p46
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses how to find a discretionary fund management service that fits the client's requirements in Great Britain. It describes a client who was dissatisfied with her existing discretionary fund managers. The author details how she was able to choose a fund management service for the client.
ACCESSION #
21973568

 

Related Articles

  • Financial Peace. Sammons, Joey // Personal Excellence Essentials;Apr2011, Vol. 16 Issue 4, p12 

    The article focuses on the three steps to financial engagement that includes designating a coach, coming up with a clear, personalized plan and implementing, being accountable and achieving the plan.

  • Waste of money and intimidating: Why retirees shun pensions advice. Holt, Natalie // Money Marketing (Online Edition);8/17/2015, p13 

    The article reports that according to a survey of people aged over 55 years in Great Britain, common reasons for avoiding financial advice included feeling advice is not needed, not affording it and feeling intimidated by advisers. The survey found that only 38 percent of savers understand tax...

  • Can Personal Financial Planning Save Us from Bubbles? Ciccotello, Conrad S. // Journal of Financial Planning;Jan2009, Vol. 22 Issue 1, p38 

    The article discusses investment bubbles that have occurred in the United States in the past and possible steps that can be taken to protect investors from bubbles in the future. Mistakes that the author feels people make regarding their investments are mentioned, such as not being able to...

  • Setting a New Standard. Leder, Gerri // On Wall Street;Aug2005, Vol. 15 Issue 8, p64 

    The article advises fund managers to be aware and to keep up with clients' needs. Events that affect a client's financial life include a child or grandchild's education, deteriorating health of a parent or child, and mortgage payoff that frees up several thousand a month for retirement. The...

  • Investor Mistakes 101. Eichen, Mitchell D.; Longo, John // Financial Planning;Feb2006, Vol. 36 Issue 2, p93 

    Presents a brief review of common investing mistakes to watch out for by financial planners and to explain to their clients. Refusal of investors to sell a losing investments; Sale of winning investments too soon; Investors that confuse price with value; Failure to consider a holistic financial...

  • Questionnaires an ideal way to start investing relationship. Farrow, Darrin // Crain's Cleveland Business;6/26/2006, Vol. 27 Issue 26, p21 

    This article discusses the significance of questionnaires in developing a lasting investment relationship. Getting to know a client before recommending any investment is an obligation of the financial adviser and a critical first step in building a long-term relationship. A financial plan should...

  • Develop Your Financial Playbook. Harter, Crystal // Business People;Oct2010, Vol. 23 Issue 9, p62 

    The article offers tips on managing personal finance. It suggests hiring a financial services professional who will evaluate a person's insurance and investment needs. It recommends setting an emergency fund which is accessible when needed. It also notes the importance of investing a portion of...

  • It Pays to Talk About It. Kylis, M. R. // Working Mother;May2009, Vol. 32 Issue 5, p38 

    The article offers information on how to have an effective finance management. When starting to make an investment, it is essential to have an appropriate knowledge about investments by reading the business section of the daily newspaper. A basic understanding of financial concepts will help...

  • Triathlon to living the life you want. Reynolds, Gordon // Inside Tucson Business;8/25/2008, Vol. 18 Issue 12, p20 

    The article discusses the ways on how to diversify investments in retirement planning. The author mentions three steps in diversifying investment which are evaluating the types or asset class of investment one holds, putting equities according to style, sector and size and reviewing the tax...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

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

Try another library?
Sign out of this library

Other Topics