TITLE

WHO CAN YOU TRUST?

AUTHOR(S)
Laurence, Michael
PUB. DATE
August 2001
SOURCE
BRW;8/30/2001, Vol. 23 Issue 34, p42
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses the confidence of investors in the opinion of professional experts and the problem of expert independence from boards and managers. State of the financial services industry; Investors affected by the collapses of HIH Insurance and the superannuation trustee Commercial Nominees.
ACCESSION #
8701375

 

Related Articles

  • Calendar.  // Investment Management Weekly;4/25/2005, Vol. 18 Issue 16, p11 

    Presents a calendar of congresses in the financial services industry in the U.S. in May and June 2005. Emerging Managers Summit in Chicago, Illinois; Investment Trends Summit in Girwood, Alaska; Green Mountains Summit on Investor Responsibility in Stowe, Vermont.

  • The Standing Ovation Meeting. Colbeck, Todd // On Wall Street;Jul2012, Vol. 22 Issue 7, p35 

    The article focuses on client meetings as events. A financial advisor preparing for a client meeting is presented as being 90 percent logical and 10 percent emotional, the reverse for a client wherein it is primarily emotional. Advice on how to create a positive experience for the client is...

  • One-Off Deals. Diamond, Mindy // Registered Rep;Feb2012, Vol. 36 Issue 2, p25 

    The article presents information on why financial advisors change their jobs with reference to of Simon of New Jersey and David, a top producer at a boutique firm. Financial advisors like Simon sitting in big firms who have minor frustrations or requests could be accommodated at relatively...

  • Investors Worry Most About Retirement Income. Samaad, Michelle A. // Credit Union Times;3/16/2011, Vol. 22 Issue 10, p20 

    Statistics are presented on surveys related to investors' concerns about their retirement income including the percentage of change in clients' appetitite for risk, the percentage of what clients perceive as the biggest threat to their retirement plans, and the percentage of what they consider...

  • why analysts still matter. Birger, Jon // Money;Jul2002, Vol. 31 Issue 7, p98 

    Argues that stock analysts are still needed despite questions about conflicts of interest with investment banking departments. Pressure from companies not to downgrade their stock; How pressure from investors is causing analysts to change their rating systems for companies; Advice to ignore buy...

  • INVESTMENT MANAGERS FACE PRESSURE FOR GREATER TECHNOLOGICAL efficiency. Hogan, Phil // inFinance;Dec2011, Vol. 125 Issue 5, p30 

    The article shares the author's perspectives regarding the role of the investment managers and the advantage of technology to attract investors in the financial services industry in Australia. He notes the importance of the MySuper commission-free superannuation product and the SuperStream...

  • Will the FSA change its mind? Industry puts forward FSCS proposals. Holt, Natalie // Mortgage Strategy (Online Edition);11/2/2012, p5 

    The article reports on the proposals for Financial Services Compensation Scheme (FSCS) funding models as part of an effort to achieve a fairer way of levying regulated firms in Great Britain. It mentions a proposal that would increase the annual limit of claims paid by investment advisers. It...

  • Loss Aversion Requires Emotionless Investing. Marotta, David John // Business Journal (Central New York);3/14/2008, Vol. 22 Issue 11, p11 

    The article offers information on how to avoid succumbing to the fallacies of behavioral economics. The author stated that both investment advisors and investors need to reassure and sense their instincts in order to avoid unfortunate choices. He inferred that the tendency to experience...

  • Don't leave choices to chance. Ham, Michael // Senior Market Advisor;Sep2011, Vol. 12 Issue 9, p24 

    The article explains why presenting clients with too many options may not be the best strategy for financial advisors. He emphasizes the need to be careful not to overload clients with too many options and points out the value of giving clients the power to choose. The author also suggests how...

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