What Trait Defines Top Advisors?

Giachetti, Thomas D.
April 2013
Investment Advisor;Apr2012, Vol. 33 Issue 4, p73
The article focuses on some traits of the top investment advisors. It mentions that advisors should be able to identify risk tolerance, investment objectives and assets allocation. It reports that advisors should play a supervisor's role at their firms. It also informs about the some common qualities of the advisors in the U.S. including most never thought they are managing a business, thought they can not be right all the time and nothing can fully measure an investor's true risk tolerance.


Related Articles

  • COMMENTARY: It will end in tears.  // Marketing Week (Online Edition);8/25/2011, p23 

    The author discusses the processes through which the businesses were conducted by the independent financial advisers (IFA) in Great Britain in the late 60s. He informs that the IFAs first bought businesses and then stripped out the assets for selling them to the highest bidder. He mentions that...

  • Are asset managers properly using tracking error estimates? Zenti, Raffaele; Pallotta, Massimiliano // Journal of Asset Management;Dec2002, Vol. 3 Issue 3, p279 

    In the investment community, tracking error is often regarded as the single most important risk measure, and many active asset management companies use tracking error as a basis for keeping a portfolio's relative risk under control. Recently, the investment community has become aware of some...

  • SIX CONVERSATIONS. Rusoff, Jane Wollman // Research;Jun2012, Vol. 35 Issue 6, p40 

    The article focuses on six conversations useful for financial advisors. These conversations include the client's total financial picture, the type of relationship a client wants and the investment strategy and importance of diversification. The author suggests that the advisor should have...

  • Rethinking Retirement. Abernathy, Steven Holt // Podiatry Management;Mar2006, Vol. 25 Issue 3, p217 

    Focuses on the retirement portfolio of medical professionals. Approximate amount of investable assets needed to retire; Role of hedging strategies in lowering the risk of losing capital; Key to building a team of competent advisors.

  • Overseas/global booming. Price, Margaret // Pensions & Investments;7/7/1997, Vol. 25 Issue 14, p18 

    Examines the strong performance of the assets of various global and international money managers for the year ending March 31st, 1997. Rise in value of United States institutional assets for top 50 international and global money managers; Increase in assets of top 125 managers; Factors...

  • AVERAGE ASSET MIXES.  // Pensions & Investments;7/8/2002, Vol. 30 Issue 14, p24 

    Presents charts depicting weighted average of assets managed internationally by money managers for institutional, tax-exempt clients in the U.S.

  • Indexed assets top $1 trillion. Schramm, Sabrine // Pensions & Investments;2/23/1998, Vol. 26 Issue 4, p1 

    Reports that indexed assets managed for United States tax-exempt institutions reached the $1 trillion mark, in a survey of leading index fund managers. Information on the growth of assets; Insight on the total institutional tax-exempt indexed assets; Issues contributing to the strong...

  • IFA assets on platforms up by 8% to £91bn. Scott, Tracey // Money Marketing;2/18/2010, p30 

    The article reports on the 8 per cent increase in the assets on platforms of independent financial advisors (IFA) in the last quarter of 2009 in Great Britain.

  • Financial Advisers.  // Northern Colorado Business Report;1/20/2012, Vol. 17 Issue 9, p9A 

    The article lists the financial advisors of Northern Colorado on the basis of their local assets which are under management including First National Wealth Management, RBC Wealth Management and First Western Trust Bank.


Read the Article


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

Try another library?
Sign out of this library

Other Topics