Swimming in the shark tank

Hensley, Peter
April 2008
Investigate;Apr2008, Vol. 8 Issue 87, p64
The article focuses on the impact of investment advisors' poor and undisciplined proposals in companies and financial institutions. It claims that inappropriate advice often end to business failures and serious write downs in managed funds. It, therefore, finds it important to select advisers with extensive knowledge and experience on investment products. In New Zealand, it states that the government is being highly criticized for not establishing actions over unscrupulous advice.


Related Articles

  • Surprise element. Jeynes, Phil // Money Marketing;8/21/2008, p24 

    The author examines the efficacy of the financial services advisers in protecting their clients from the threatening impact of business failures. He suggests alerting customers about the hazards they may encounter after buying a certain financial service product. Effective advisers promote...

  • Kane shares the pain and gain. Boles, Corey // Money Marketing;4/29/2004, p16 

    Comments on issues related to investment advisors and the financial services industry in Great Britain. Role of the government in creating a clear framework and standards that regulate industries; Impact of the government's involvement in price control on the competition of business enterprises;...

  • Tep firm Shepherds closes down. Phillipps, James // Money Marketing;4/7/2005, p7 

    Reports on the closure of boutique fund manager Shepherds Ltd. office in London, England.

  • Chapter 18: Working with your business adviser.  // Building Your Business Pocketbook;7/1/2004, p199 

    This section offers suggestions on how best to work with a business adviser. The Institute of Business Advisers defines business counseling as the provision of sound and impartial business advice to potential and established businesses. A network of Business Links in England serves as a one stop...

  • Boutique planner pact.  // Money Management;1/27/2005, Vol. 19 Issue 2, p1 

    Reports on the agreement of the members of the Association of Independently Owned Financial Planners to a historic resolution that could give them bargaining power to compete with fund managers and platform providers. Acquisition of twenty basis points in trail commission for placing funds with...

  • Freeing up the advice process. Wilkinson, John // Money Management;7/20/2006, Vol. 20 Issue 26, p21 

    The article reports that banks, which are among the largest distributors of financial planning advice in Australia, are focusing on eliminating product bias from the advice process. Bank-owned dealer groups are starting to offer non-biased advice to meet the requirements of the Australian...

  • NEW ROUNDUP.  // Money Management;8/4/2005, Vol. 19 Issue 28, p5 

    Reports developments related to financial management industry in Australia. Role of local fund managers to cash in on a decision by research giant Morningstar Inc. to include Australian funds on its global research platform; Ability of investors in Navigator's personal investment plan to...

  • Communication Enhancements. Coen, Andrew // Money Management Executive;7/28/2014, Vol. 22 Issue 30, p1 

    The article focuses on the need of communication enhancements strategies of asset management companies in the backdrop of increased competition and evolving technologies. It explains how creating an effective shareholder communications strategy is particularly important for smaller asset...

  • IFAs get free online guide to CDS levels. Stodell, Hannah // Money Marketing;12/18/2008, p2 

    The article reports on the free online access acquired by the Independent Financial Adviser (IFA) on indications of mid-market CDS levels based on Jubilee Financial Products' daily interaction with market participants in Great Britain. The author states that the CDS curve will be offered on BNP...


Read the Article


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

Try another library?
Sign out of this library

Other Topics