TITLE

BROKER TALKBACK

PUB. DATE
May 2009
SOURCE
Money Marketing;5/14/2009, p38
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article presents the perspectives of financial advisers regarding the capability of banks to deliver impartial money guidance in Great Britain. Paul Phillips believes that banks are incapable of providing such service because of their management structure and business focus. Martin R. Gale stresses that banks has the ability, however, they will not offer the kind of service to lessen their pressures. Richard Green notes that banks' operation are focus on sales-driven products.
ACCESSION #
41141580

 

Related Articles

  • Complaints about banks rise to over 1.25 million.  // Design Week (Online Edition);10/7/2011, p20 

    The article focuses on the rising complains against banks and building societies of Great Britain which rose by five percent in 2010 as compared to 2009 as per Financial Services Authority (FSA) of Great Britain. It also states complaints against financial advisers. It adds that FSA scrutiny of...

  • Balance of power. LaWell, Carolyn // Smart Business Tampa Bay;Aug2009, Vol. 4 Issue 3, p8 

    The article offers information on banks' role as adviser, consultant and financial partner of a company. It mentions that banks should be considered as a free resource for ideas and solutions for business efficiency. It cites building and maintaining a strong relationship with trust and...

  • Credit crash. Isaac, Peter // Chartered Accountants Journal;Sep2010, Vol. 89 Issue 8, p47 

    The article discusses the problems which could be dealt with by the accountants relative to private banking. It mentions that private banking is considered as one of the slow streams in the banking sector, in which it focuses on the individuals in the high net worth category. It states that...

  • Getting Guidance. Abram, Patricia J. // Research;Jul2009, Vol. 32 Issue 7, p55 

    The author discusses the six-step process in the selection of a financial adviser or consultant in the U.S. She suggests the client to perform a candid self-assessment for him to realize what he really wants himself or his business to become in the future. She also suggests the client to choose...

  • UMA Potential Went Untapped Last Year. Ackermann, Matt // Bank Investment Consultant;Feb2006, Vol. 14 Issue 2, p8 

    The article discusses the performance of unified managed accounts (UMA) in 2005 in the United States. According to Dan McNamara, a managing director in Bank of America's consulting services group, companies that have set out to build the platform have realized how intricate UMA is. Still, UMA...

  • The Financial Coaching Advice Model: An Exploration into how it Satisfies Expectations of Quality Advice. Knutsen, Julie; Cameron, Robyn // Australasian Accounting Business & Finance Journal;2012, Vol. 6 Issue 4, p31 

    For 20 years, the financial planning sector in Australia has been transitioning from a sales orientated force to a profession of qualified and skilled practitioners. Today, the potential for professional financial planning advice to benefit Australians financially, economically and...

  • The Financial Life Well-Lived: Psychological Benefits of Financial Planning. Irving, Kym // Australasian Accounting Business & Finance Journal;2012, Vol. 6 Issue 4, p47 

    As the financial planning industry undergoes a series of reforms aimed at increased professionalism and improved quality of advice, financial planner training in Australia and elsewhere has begun to acknowledge the importance of interdisciplinary knowledge bases in informing both curriculum...

  • Q&A…. Elhage, Ataia // Money Management;7/20/2006, Vol. 20 Issue 26, p28 

    The article provides an answer to a query by an Australian investment advisor regarding his client, Cheeky Pty. Ltd. who sent and employee on secondment to another country. The company has been informed that it must pay pension contributions under both Australian laws and that of the foreign...

  • Role reversal. Noach, Robert // Money Marketing;11/16/2006, p60 

    The author reflects on the role of financial advisers in eliminating the mismatch between some advice propositions and investment propositions in Great Britain. He asserts that perception of people on financial advice varied according to their investment propositions. He suggests that adviser's...

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