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Books on the topic 'Financiall advisor'

Author: Grafiati
Published: 4 June 2021
Last updated: 12 February 2022

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1

Rattiner's financial planner's bible: The advisor's advisor. Wiley, 2002.

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2

The new financial advisor. [N. Murray Co.?], 2001.

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3

Gresham, Stephen D. Advisor for Life. John Wiley & Sons, Ltd., 2007.

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4

C, Potter Gregory, and Howe Larry E, eds. Be your own financial advisor. Prentice-Hall, 1988.

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5

Rogers, Larry V. Boatowner's legal and financial advisor. International Marine, 1994.

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6

Kelman, Steven G. Financial Times mutual fund advisor. Financial Times of Canada, 1987.

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7

Stomierowski, Peg. How to open & operate a financially successful personal financial planning business: With companion CD-ROM. Atlantic Pub. Group, 2010.

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8

Group, Spectrem. How investors choose their advisor. Spectrem Group, 2006.

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9

Jaffe, Charles A. Getting started in finding a financial advisor. John Wiley, 2010.

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10

Jaffe, Charles A. Getting started in finding a financial advisor. Wiley, 2010.

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11

Rowland, Mary. Best practices for financial advisors. Bloomberg Press, 1997.

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12

Tax strategies for financial advisors. 2nd ed. Carswell, 2002.

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13

Grau, David. Succession Planning for Financial Advisors. John Wiley & Sons, Inc., 2014. http://dx.doi.org/10.1002/9781118866528.

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14

Advisor for life: How to become the indispensable financial advisor to affluent families. Wiley, 2007.

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15

Friedman, Greg, and Shaun Kapusinski. The Financial Advisor M&A Guidebook. Springer International Publishing, 2018. http://dx.doi.org/10.1007/978-3-030-00003-5.

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16

Ellis, Junius. Money adviser, 1995. Money Books, 1995.

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17

Ellis, Junius. Money adviser, 1996. Money Books, 1996.

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18

Money adviser, 1998. Money Books, 1998.

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19

Money adviser, 1999. Money Books, 1999.

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20

The new financial advisor: Strategies for successful family wealth management. John Wiley & Sons, 2008.

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21

Sumer, Ayşe. Sermaye piyasasında meslek kuralları ve Türk hukukunda uygulanması. ALFA Basım Yayım Dağıtım, 2001.

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22

Gresham, Stephen D. The new advisor for life: Become the indispensable financial advisor to affluent families. Wiley, 2012.

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23

Pond, Jonathan D. Financial advisor's desk reference. New York Institute of Finance, 1992.

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24

Getting clients, keeping clients: The essential guide for tomorrow's financial advisor. John Wiley & Sons, 2000.

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25

Moolman, Juanita. Financial advisory and intermediary services guide. [LexisNexis], 2010.

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26

Neal, Jonathan. Reverse mortgages: What every financial advisor should know. National Underwriter Co., 2009.

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27

Agencies, Colorado Dept of Regulatory. Sunrise review: Financial planners. Colorado Dept. of Regulatory Agencies, 1991.

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28

Bachrach, Nathan. Simply money: Finding an advisor you can trust. John Wiley & Sons, Inc., 2013.

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29

Cummings, Benjamin F. Financial Planners and Advisors. Oxford University Press, 2017. http://dx.doi.org/10.1093/acprof:oso/9780190269999.003.0006.

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An increasing number of households use financial planners or advisors. This chapter provides insight into these professionals, their potential motivations, and their interactions with clients. The various regulatory regimes of financial planners and advisors are discussed, including the most common types: registered investment advisers, broker-dealers, and insurance firms. Agency costs associated with employing a financial planner are also discussed, with emphasis on potential conflicts of interest that arise from some compensation structures. Common areas of consumer confusion are highlighted. The chapter also discusses evidence on the use and value of financial advice. It concludes with some recommendations for consumers about selecting a financial planner or advisor.
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30

Gelman, Steve. Money Advisor 1999 (Money Adviser). Times Business, 1999.

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31

Nieboer, Jeroen, Paul Dolan, and Ivo Vlaev. Financial Advisory Services. Oxford University Press, 2017. http://dx.doi.org/10.1093/acprof:oso/9780190269999.003.0016.

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Evidence from the behavioral sciences, notably economics and psychology, has profoundly changed the way policymakers and practitioners present expert advice to consumers. This chapter examines the behavioral science evidence on financial advice and explores its implications for the financial advisory profession. It explains how consumers of retail financial advice respond to certain aspects of the advice in predictable ways, sometimes exhibiting behavioral biases or following certain conventions in their decision making. By recognizing and anticipating these responses, financial advisors can offer a more complete service, offering benefits beyond the strictly financial return. But the behavioral needs of consumers may also provide advisors with incentives that are not strictly aligned with their clients’ financial interests. Finally, the increasing role of technology will play an important role in shaping the financial advisory services of the future.
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32

Rattiner, Jeffrey H. Rattiner's Financial Planner's Bible: The Advisor's Advisor. Wiley & Sons, Incorporated, John, 2002.

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33

This Is Your Time: Empowering Today's Financial Advisor. Flagstaff Publishing, 2003.

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34

Books, Marketplace, and Dan Richards. Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser (Wiley Financial Advisor). Wiley, 2000.

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35

Timothy, Spangler. 5 The Regulatory Duties Arising from the Provision of Investment Advisory and Management Services. Oxford University Press, 2018. http://dx.doi.org/10.1093/law/9780198807247.003.0005.

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This chapter examines the regulatory duties of investment managers arising from the provision of investment advisory and management services. Managers of private investment funds that are authorised or regulated as investment advisers or managers can owe regulatory duties arising under the Financial Services and Markets Act 2000 (FSMA) in the UK and the Investment Advisers Act of 1940 in the United States. The chapter begins with a discussion of the UK Financial Conduct Authority’s (FCA) regulation of the conduct of firms authorised under the FSMA, including collective investment schemes, public investment funds, and fiduciary duty in the financial services regulatory regime. It then considers the FCA’s regulatory response to private investment funds as well as the U.S. Securities and Exchange Commission’s compliance programme for investment advisers and managers primarily under the Advisers Act. It concludes with an analysis of financial services regulation of fiduciary duties.
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36

Timothy, Spangler. 9 US and EU Regulatory Responses to The Global Financial Crisis. Oxford University Press, 2018. http://dx.doi.org/10.1093/law/9780198807247.003.0009.

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This chapter examines the impact of the 2007–08 global financial crisis on the regulation of private investment funds in the United States and in the European Union. It begins with a review of Dodd-Frank, which can be seen as the U.S. movement towards the international consensus that private fund managers should be directly regulated by the national financial regulator. It then considers Dodd-Frank’s repeal of the so-called ‘private adviser exemption’ previously found in the Investment Advisers Act of 1940, along with its exemption of ‘foreign private advisers’ from registration. It also explains the distinction between ‘US advisers’ and ‘non-US advisers’, Dodd-Frank’s compliance requirements for various types of investment advisers, and Rule 204(b)-1, jointly approved by the Securities and Exchange Commission and the Commodity Futures Trading Commission under the Investment Advisers Act. The chapter concludes with an analysis of the Alternative Investment Fund Managers Directive (AIFMD) and future outlook for Dodd-Frank.
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37

The Financial Advisor. Witherby & Co Ltd, 2002.

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38

Bill, Martin. The smart financial advisor: How financial advisors can thrive by embracing fintech and goals-based investing. 2017.

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39

Cole, William F. The Complete Financial Advisor. Trafford Publishing, 2006.

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40

Kim, Hugh Hoikwang, Raimond Maurer, and Olivia S. Mitchell. Choosing a Financial Advisor. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198808039.003.0005.

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This chapter examines advice-seeking by defined contribution plan participants as they approach retirement, focusing upon the categories, correlates, and timing of advice-seeking. The empirical analysis utilizes a large Australian database, identifies the drivers of advice-seeking behavior, and, most importantly, pinpoints age-specific reference points that appear to prompt participants to seek advice about retirement planning from the plan administrator. The authors analyze the patterns of advice-seeking by older participants, focusing upon the topics raised and determinants of advice-seeking discriminating between the effects of age, gender, and account balances on retirement planning. An important aspect of the chapter concerns whether there is evidence of an increasing focus on retirement as participants go from 45–9 years to 65 years or older. Implications are drawn for the design of pension plans as regards their engagement with older participants.
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41

My Pocket Financial Advisor. Rearden Publishing, Inc., 2002.

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42

Hummel, Jay W., 1979- author, ed. The essential advisor: Building value in the investor-advisor relationship. Wiley, 2016.

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43

Intelligent financial adviser. System Applied Technology, 1990.

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44

Financial Adviser Series. BPP Learning Media, 2008.

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45

Financial Adviser Series. BPP Learning Media, 2008.

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46

The Emyth Financial Advisor Why Most Financial Advisory Practices Dont Work And What To Do About It. Michael E. Gerber Companies, 2011.

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47

Kolluri, Surya, and Cynthia Hutchins. Seven Life Priorities in Retirement. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198808039.003.0007.

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Using a theoretical life cycle model, this chapter evaluates how much workers benefit from having the option to hire a financial advisor when it is costly for employees to rebalance their own financial portfolios. Results indicate that having access to a financial advisor at the start of one’s career can be quite beneficial. If delegation to an advisor is available only a decade after entering the labor market, the benefit of delegation is cut by half, and it falls further if delegation is available only later in life (at age 60). The chapter also examines whether simpler target date funds (TDF) and fixed weight portfolios benefit consumers, compared to the outcomes with customized financial advice. The authors show that the simpler portfolio products would need to be provided at zero cost, in order to benefit consumers as much as having access to a financial advisor.
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48

Hays, Johni R. Essentials of Annuities (Financial Advisor). American College, 2004.

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49

The Emotionally Intelligent Financial Advisor. Kaplan Business, 2004.

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50

Choosing The Best Financial Advisor. International Thomson Publishing, 1999.

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