TITLE

The Silence Is Deafening

PUB. DATE
May 2009
SOURCE
Journal of Financial Planning;May2009, Vol. 22 Issue 5, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The author reports on the number of people whose financial advisors discuss the economic recession with them. A survey which found that a majority of people were not talked to by their financial advisors regarding the economic recession is discussed. The survey found that people who were contacted by their financial advisors are more committed to their investments, as compared to those who were not contacted by their financial advisors.
ACCESSION #
39750919

 

Related Articles

  • Clients With Benefits. TIBERGIEN, MARK // Investment Advisor;Mar2013, Vol. 33 Issue 3, p49 

    The article presents advice on how financial advisors, who are running a personal service business, should engage with clients who are their close friends and relatives. It notes that financial advisors should set boundaries for discounting and prepare a response for friends and relatives who...

  • Sorting Out Bad Apples. Simons, John // Black Enterprise;Mar2009, Vol. 39 Issue 8, p26 

    This article offers tips that can help investors screen their financial advisers and avoid being victims of scams. It explains that high returns almost always means high risk. Investors should not mistake a smart appearance, smooth sales pitch or flawless manners for integrity. Before hiring an...

  • 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...

  • Barclays charges are 'death by 1,000 cuts' Davis, Matt // Money Marketing;2/17/2005, p76 

    The article informs that independent financial advisors are up in arms over basic annual fees of up to 1.8 percent for investment firm Barclays Investment Management Service, arguing that this is money for nothing. Customers of Barclays' traditional discretionary managed portfolio service are...

  • The big chill: protection for investors or fund managers? Keavney, Robert // Money Management;11/20/2008, Vol. 23 Issue 44, p22 

    The article reports on the argument concerning the issue of withdrawing redemptions of several investment funds in Australia. The author stresses that fund managers should evaluate whether to hold back redemptions of investments and assess its impact towards to the financial services industry....

  • STRESS FRACTURE. Herbers, Angie // Investment Advisor;Nov2012, Vol. 32 Issue 11, p24 

    The article focuses on the relationship between financial advisors and their clients in the U.S. It reveals that client stress changes during a meeting with a financial advisor, noting that stressed clients often act in ways that short-circuit their own financial well-being. It highlights the...

  • Tenet's Martin Greenwood: IFAs and restricted advisers can peacefully co-exist. Greenwood, Martin // Money Marketing (Online Edition);1/10/2014, p9 

    The article focuses on the peaceful co-existence of independent financial advisors (IFAs) and restricted advisors. It is noted that all the infighting and divisive comment around their choice of investment service has irritated advisors. It is mentioned that advisors should choices among make...

  • Clients Behaving Badly. Warner, Joan // Bank Investment Consultant;Nov2010, Vol. 18 Issue 11, p14 

    The article focuses on behavioral finance, a concept financial advisors have been struggling to apply in real-life client interactions. Behavioral finance is explained as such when people weigh potential losses against potential gains and when they try to avoid more risks. It cites several...

  • The purpose-built tool for volatile markets. White, Gavin // Money Management;11/1/2007, Vol. 21 Issue 41, p24 

    The article discusses the reasons of using modern-day contracts-for-difference (CFD) in the investment industry in Australia. The author inferred that investors and financial planners experienced the benefits of the CFD industry following the markets' volatility due to ramifications of the...

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