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1
Anderson. Honors Thesis: A Handbook for Honors Deans, Directors, and Faculty Advisors. National Collegiate Honors Council, 2014.
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Marco, Jacob, University of Toronto. Faculty of Architecture, Landscape and Design., and University of Toronto. Graduate Architecture, Landscape and Design Student Union.., eds. 46 students, 23 advisors, 3 programmes: Al&d thesis publication, 2006. Graduate Architecture, Landscape & Design Student Union, 2006.
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Ontario, Art Gallery of. Catalogue of Extension Services 1987. Art Gallery of Ontario, 1987.
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Starodubceva, Elena, and Ol'ga Markova. Banking operations. INFRA-M Academic Publishing LLC., 2023. http://dx.doi.org/10.12737/1914538.
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The textbook examines the legal and organizational foundations of the formation and development of commercial banks, shows their role in the accumulation and mobilization of loan capital. The structure of the textbook provides the study of active, passive and advisory-intermediary banking operations, the activities of banks in the securities market
 and the foreign exchange market, methods of bank risk management. The textbook combines theory and practice, domestic and international experience in analyzing the work of commercial banks. Specific calculations and methods by which commercial banks manage their activities are presented.
 Meets the requirements of the federal state educational standards of secondary vocational education of the latest generation.
 For students of secondary vocational education institutions, for practitioners of the financial, banking and tax systems, as well as for all those who are interested in the problems of money, loans, banks.
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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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Salacuse, Jeswald. Advice in Government and Policy Making. Edited by Erina L. MacGeorge and Lyn M. Van Swol. Oxford University Press, 2018. http://dx.doi.org/10.1093/oxfordhb/9780190630188.013.16.
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This chapter explores the nature of governmental policy advice, the roles and methods of governmental advisors, and the range of relationships that may exist between advisors and their clients. Three models of the advisor-client relationship are identified. Model I is the advisor as director, wherein the advisor tends to take control of the advising process, directing the client to take actions to achieve success in governance and policy making. Model II is the advisor as servant, in which the advisor merely responds to the demands of the client for help and guidance in a specific governmental task. Model III is the advisor as partner, wherein the advisor and the government official jointly manage and take co-ownership of the problem to be solved. Factors that lead to the adoption each of these models, the various advising styles that advisors employ, and their differing effects on the policy-making process are also explored.
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White, Chris, and Richard Koonce. Working with the Emotional Investor. ABC-CLIO, 2016. http://dx.doi.org/10.5040/9798216038801.
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An invaluable resource for wealth managers advising individuals, couples, and families, this book explains why human emotions drive all investor behavior and makes a powerful case for why advisors need to be aware of such emotions in advising clients—especially in high-stakes situations. Despite the fact that wealth advisors may employ algorithms, fancy financial models, economic theory, and predictive reasoning to forecast future investment returns, according to seasoned wealth management advisor Chris White, people—in other words, clients—basically decide how much risk to take with their money based on emotional factors such as the love they received as children, early life experiences of loss and “imperfect love,” psychic wounds, and family traumas. A must-read for anyone in the wealth management profession, including wealth advisors, financial consultants, certified financial analysts, and retirement advisors, this groundbreaking book offers a radically new and well-articulated framework for managing relationships with clients as well as the essential tools to advise, mentor, and guide clients in making financial management decisions. Readers will understand how to recognize the emotional and psychological factors behind investor behavior and apply this insight to be a better wealth advisor. The author explains why early childhood experiences of love, joy, and loss and sometimes very subtle family dynamics play a key role in adult investor behavior; why being sensitive to an individual’s unique psychological “systems” is key to being able to accurately assess his or her tolerance and acceptance of risk-taking as part of the wealth management process; what can cause a client’s personality to change, especially in high-stress or high-stakes situations; and how to employ sophisticated client relationship management practices such as curiosity, appreciative inquiry, and powerful questioning to understand clients’ needs at a deep psychological level.
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Thomas, R. Murray, and Dale L. Brubaker. Theses and Dissertations. Greenwood Publishing Group, Inc., 2000. http://dx.doi.org/10.5040/9798216025450.
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This book guides students through the process of planning, researching, and writing the final version of theses and dissertations. Five major stages of the process are illustrated with multiple examples from the social and behavioral sciences, humanities, and such allied fields as education, social work, and business administration. The first stage, Preparing the Way, describes problems and alternative solutions in working with faculty advisors and in searching the professional literature. Stage 2 explains how to find good research topics and define them clearly for presentation to faculty advisors. Stage 3 describes problems often encountered in data collection and suggests solutions for those problems. At Stage 4, students learn ways of organizing and interpreting information, including classification schemes, verbal and statistical summaries, and methods of deriving meaning from data. The final stage, Presenting the Finished Product, offers guidelines for thesis and dissertation writing and for publishing the results in such media as books, journal articles, and popular periodicals. Stage 5 also includes a chapter about how students can mount a convincing defense of their work during a faculty committee's final oral examination session.
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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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Salacuse, Jeswald W. Wise Advisor. Greenwood Publishing Group, Inc., 2000. http://dx.doi.org/10.5040/9798216036340.
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Salacuse presents a seven-point, comprehensive system to guide all professionals, from lawyers and consulting engineers to management consultants and financial planners, in the process of wisely and effectively advising their clients. Giving advice is an essential task in all professions. Doctors, lawyers, management consultants, financial planners, consulting engineers, and accountants are called on every day to give wise advise to their clients on what they should do. Some professionals carry out this task well; others do it poorly. The ability of a doctor, lawyer, management consultant, or financial planner to help another person with a problem depends as much on a command of the process of giving advice as on an understanding of medicine, law, business, or finance. Salacuse presents a clear and workable method for understanding and carrying out the advising process. His system is based on basic principles that govern all advising, regardless of the profession or area of life in which the advisor works: Know the persons who will use the advice; help, or at least do no harm; recognize how advice matters and can have serious consequences; negotiate your role with the client; develop a partnership between advisor and client; tailor advice to the life, needs, and objectives of the client, and make that advice clear and constructive; keep advice pure of self-interest, prejudices, and personal shortcomings; and know when to stop. Drawing on examples and cases from virtually every profession, Salacuse shows how to apply these seven principles in a wide variety of advising situations.The Wise Advisoris an indispensable tool for any person who gives professional advice.
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Koch, Susanne, and Peter Weingart. The Delusion of Knowledge Transfer: The Impact of Foreign Aid Experts on Policy-making in South Africa and Tanzania. African Minds, 2016. http://dx.doi.org/10.47622/9781928331391.
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With the rise of the knowledge for development paradigm, expert advice has become a prime instrument of foreign aid. At the same time, it has been object of repeated criticism: the chronic failure of technical assistance a notion under which advice is commonly subsumed has been documented in a host of studies. Nonetheless, international organisations continue to send advisors, promising to increase the effectiveness of expert support if their technocratic recommendations are taken up. This book reveals fundamental problems of expert advice in the context of aid that concern issues of power and legitimacy rather than merely flaws of implementation. Based on empirical evidence from South Africa and Tanzania, the authors show that aid-related advisory processes are inevitably obstructed by colliding interests, political pressures and hierarchical relations that impede knowledge transfer and mutual learning. As a result, recipient governments find themselves caught in a perpetual cycle of dependency, continuously advised by experts who convey the shifting paradigms and agendas of their respective donor governments. For young democracies, the persistent presence of external actors is hazardous: ultimately, it poses a threat to the legitimacy of their governments if their policy-making becomes more responsive to foreign demands than to the preferences and needs of their citizens.
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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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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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The good supervisor: Supervising postgraduate and undergraduate research for doctoral theses and dissertations. 2nd ed. Palgrave Macmillan, 2012.
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Moyer, Jessica E., ed. Crossover Readers' Advisory. ABC-CLIO, LLC, 2016. http://dx.doi.org/10.5040/9798400634574.
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Help maximize your existing collection with this browsable volume containing titles that serve double-duty with their appeal to both teens and adults and cover genres spanning crime novels, romance, horror, science fiction, and more. An indispensable reference for libraries, this book takes the guesswork out of crossover readers’ advisory by allowing you to easily guide teens who enjoy reading adult books and adults who enjoy reading teen stories. Chapters written by genre experts will help you better understand each genre’s appeal to teens and adults as well as list dozens of titles that lend themselves to both groups of readers. The approach will help you maximize your collection while better serving your patrons. The work is divided into two parts: the first part covers adult books for teens, while the second section delves into teen books for adults. Chapters include a definition of the genre, appealing features unique to the category, the factors that make the works suitable for crossover, a listing of relevant titles and annotations, and trends on the horizon. Genres covered include urban fantasy, mainstream, historical fiction, graphic novels, and nonfiction.
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Miller, Christopher. Planning and Profits. Liverpool University Press, 2018. http://dx.doi.org/10.5949/liverpool/9781786940667.001.0001.
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In a time of great need for Britain, a small coterie of influential businessmen gained access to secret information on industrial mobilisation as advisers to the Principal Supply Officers Committee. They provided the state with priceless advice, but, as “insiders” utilised their access to information to build a business empire at a fraction of the normal costs. Outsiders, in contrast, lacked influence and were forced together into a defensive “ring” – or cartel – which effectively fixed prices for British warships. By the 1930s, the cartel grew into one of the most sophisticated profiteering groups of its day. This book examines the relationship between the private naval armaments industry, businessmen, and the British government defence planners between the wars. It reassesses the concept of the military-industrial complex through the impact of disarmament upon private industry, the role of leading industrialists in supply and procurement policy, and the successes and failings of government organisation. It blends together political, naval, and business history in new ways, and, by situating the business activities of industrialists alongside their work as government advisors, sheds new light on the operation of the British state. This is the story of how these men profited while effectively saving the National Government from itself.
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Kingsbury, Kathleen Burns. Breaking Money Silence®. ABC-CLIO, LLC, 2017. http://dx.doi.org/10.5040/9798400621222.
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Anyone concerned about finances―and that's just about everyone―will welcome this step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. Almost half of Americans say that the most difficult topic to discuss with loved ones is their personal finances, so much so that they would rather talk about death, politics, or religion. But what price do you pay for staying quiet? In her fifth book, Kathleen Burns Kingsbury, a wealth psychology expert with over twenty-five years of experience empowering women, couples, parents, families, and wealth advisors, provides you with the answer. This book equips you with the practical tools needed to navigate difficult conversations and future-proof your finances. Discover how to identify your thoughts and beliefs about wealth, and how doing so can help you talk more openly and honestly about money with loved ones. Acquire skills for engaging in effective dialogues with aging parents about healthcare costs, estate planning, and end-of-life issues. Learn tips for fighting fair financially with your partner, and for raising a financially literate next generation. Using Money Talk Challenges and real-life stories, Kingsbury coaches you (and your trusted advisor) to take action. You'll walk away with a roadmap for putting what you learn into practice. Breaking Money Silence is a catalyst for a money revolution leading to a more gender-savvy, financially secure, and financially literate world.
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Rudin, April, and Catherine McBreen. The Psychology of Millennials. Oxford University Press, 2017. http://dx.doi.org/10.1093/acprof:oso/9780190269999.003.0014.
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This chapter focuses on the financial mindset and behaviors of Millennials, and how they interact with financial advisors. Millennials have surpassed Baby Boomers as the productive generation and are projected to be the wealthiest. At 80 million strong, millennials are poised to leave their footprint on the financial services industry, which will have to adapt if it wants to engage a generation that communicates and invests differently from its forebears. Millennials are identified with unflattering and stereotypical media portrayals, but financial advisors ignore them at their peril. Advisors and service providers can engage this generation, which currently is more apt to conduct its financial and investment affairs, by ignoring the stereotypes. Millennials have a stake in the American Dream and are laying the groundwork for a secure financial future.
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Garrison, Jean A. Small Group Effects on Foreign Policy Decision Making. Oxford University Press, 2017. http://dx.doi.org/10.1093/acrefore/9780190846626.013.298.
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The core decision-making literature argues that leaders and their advisors operate within a political and social context that determines when and how they matter to foreign policy decision making. Small groups and powerful leaders become important when they have an active interest in and involvement with the issue under discussion; when the problem is perceived to be a crisis and important to the future of the regime; in novel situations requiring more than simple application of existing standard operating procedures; and when high-level diplomacy is involved. Irving Janis’s groupthink and Graham Allison’s bureaucratic politics serve as the starting point in the study of small groups and foreign policy decision making. There are three distinct structural arrangements of decision groups: formalistic/hierarchical, competitive, and collegial advisory structures, which vary based on their centralization and how open they are to the input of various members of the decision group. Considering the leader, group members, and influence patterns, it is possible to see that decision making within a group rests on the symbiotic relationship between the leader and members of the group or among group members themselves. Indeed, the interaction among group members creates particular patterns of behavior that affect how the group functions and how the policy process will evolve and likely influence policy outcomes. Ultimately, small group decision making must overcome the consistent challenge to differentiate its role in foreign policy analysis from other decision units and expand further beyond the American context.
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Peck, Penny. Readers' Advisory for Children and 'Tweens. ABC-CLIO, LLC, 2010. http://dx.doi.org/10.5040/9798216005254.
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This complete guide to youth readers' advisory covers genres, reading interests, and issues, as well as provides lists of sample titles and recommended reading. Finding children and 'tweens great books to read is still a key library service, even in the age of computers.Readers' Advisory for Children and 'Tweensis an easy-to-use, practical guide that will help any library staff member become more comfortable offering this service—and more adept at producing satisfying results. Beginning with basic advice on the readers' advisory interview, the book details how to find books for different age groups, including young children and their parents, emergent readers, transitional readers, and adept readers. It explores genre fiction for 'tweens, nonfiction, poetry and folklore, and graphic novels, and it offers techniques on promoting books and reading. Potentially sensitive issues such as book challenges, assisting English language learners, serving children from various cultures, working with teachers, and helping reluctant readers are addressed, as well. The advice is augmented with handy booklists and descriptions of dozens of websites that aid in youth readers' advisory.
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Simsek, Koray D. Commodity Trading Advisors and Managed Futures. Oxford University Press, 2018. http://dx.doi.org/10.1093/oso/9780190656010.003.0012.
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Managed futures strategies provide investors with a dynamic exposure to commodities. Among other ways of investing in them, commodity trading advisors (CTAs) have become synonymous with this asset class, as they provide professional money management services using derivatives markets either in a pooled or individual setting. Most managed futures strategies display trend-following and momentum-type systematic trading features, which result in adopting a long-short portfolio approach. This chapter explains the characteristics and the growth of this commodity investing industry and provides an extensive literature review. Much of the literature finds that managed futures investing through CTAs provides excellent diversification benefits and performs well, especially in crisis times. Conversely, the non-uniformity of the databases and indices used in these studies lead to several biases. Some recent studies that directly address these shortcomings question the performance persistence of CTAs after fees.
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Clark, Gordon L., and Ashby H. B. Monk. Advisers and Consultants. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198793212.003.0008.
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Chapter 8 looks at roles and responsibilities in relation to asset owners and holders and the process of investment management. A framework presents the consultant’s value in the framing of investment strategies and their implementation, emphasizing issues of process as well as substance. The focus is on the role of consultants who advise clients on investment strategy and implementation. An analytical account is provided of the various roles of investment consultants—how and why their roles vary in relation to the size of assets under management (AUM) and the ways in which they can foster or obstruct innovation. The chapter begins with a discussion of the theory of intermediation. This followed by a schematic framework of what investment consultants do in three different types of pension fund—small, medium, and large, a framework that can be applied to endowments, foundations, family offices, and sovereign wealth funds.
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Keane, Nancy J. Tech-Savvy Reading Promotion. ABC-CLIO, LLC, 2019. http://dx.doi.org/10.5040/9798216023418.
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Unleash new possibilities for reading promotion and readers’ advisory with these technological tools that can help you to catch the interest of young readers and direct them toward positive reading experiences. Gone are the days of browsing library bookshelves—today’s readers live much of their lives on their devices. Learn how to meet these young readers in their online activities by using technological tools that support independent reading and reading choices. This book shows you how to use not only more traditional social media such as Facebook and blogs but also video, audio and print applications, databases, and more. You’ll learn how to use new apps such as Moovly, Koma Koma, and Booksnaps; well-known media including Twitter, Skype, Flickr, and Goodreads; and Soundcloud, Smore, Flipgrid, and ebook clubs for reading promotion and readers’ advisory. For each of these technologies, you’ll find a brief description of the platform, its content and applications, notes about the platform and its cost, how to use it for book promotion, and step-by-step instructions for promotional activities. Screenshots and drawings illustrate the instructions.
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Patterson, Wayne. William Franklin Sands in Late Choson Korea. The Rowman & Littlefield Publishing Group, 2021. https://doi.org/10.5040/9781978737556.
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After graduation from Georgetown University in 1896, William Franklin Sands joined the US diplomatic corps as second secretary in Tokyo. His year there sparked his interest in East Asia, so when a position in Korea opened, he took it, with the help of his influential father, an admiral in the US navy. For two years he served under US Minister Horace Allen until a more powerful position opened as chief qdviser to the Korean government in 1900. As the most influential foreign adviser, Sands attempted to convince Emperor Kojong to undertake reforms and to promote Korean neutrality to keep the country independent. The author argues, however, that Sands was hampered by corrucpt officials who had the ear of the emperor, by the Japanese and the Russians who competed for influence and who tried to replace Sands with their own advisers, and, ironically, by Horace Allen. When he lost the confidence of Kojong and when the Russo-Japanese War broke out, Sands was forced out, having failed to maintain Korea's independence as Japan moved to take over. Although his subsequent activities included other diplomatic postings, teaching, and writing, he maintained an interest in Korea and offered his services as World War Two raged.
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Lacy, Meagan, and Pauline Dewan. Connecting Children with Classics. ABC-CLIO, LLC, 2018. http://dx.doi.org/10.5040/9798400630644.
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This guide identifies hundreds of books that can help children develop into engaged readers. Children's librarians, collection development specialists in public libraries, as well as K–8 school librarians and teachers will choose from the best in children's titles. This unique readers' advisory and collection development guide for librarians and others who work with children focuses on readers and their needs, rather than simply categorizing books by their characteristics and features as traditional literature guides do. Taking this unusual perspective brings forth powerful new tools and curricular ideas on how to promote the classics, and how to best engage with young readers and meet their personal and emotional needs to boost interest and engagement. The guide identifies seven reader-driven appeals, or themes, that are essential to successful readers' advisory: awakening new perspectives; providing models for identity; offering reassurance, comfort, strength, and confirmation of self-worth; connecting with others; giving courage to make a change; facilitating acceptance; and building a disinterested understanding of the world. By becoming aware of and tapping into these seven themes, librarians and other educators can help children more deeply connect with books, thereby increasing the odds of becoming lifelong readers. The detailed descriptions of each book provide plot summaries as well as notes on themes, subjects, reading interest levels, adaptations and alternative formats, translations, and read-alikes. This informative guide will also aid librarians in collection development and bibliotherapy services.
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Phillips, Stephen Bennett, Michelle A. Owen-Workman, and Renee Stout. Readers, Advisors, and Storefront Churches: Renee Stout, a Mid-Career Retrospective. Belger Art Center for Creative Studies, Unive, 2003.
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Pawuk, Michael. Graphic Novels: A Genre Guide to Comic Books, Manga, and More (Genreflecting Advisory Series). Libraries Unlimited, 2006.
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Brattebo, Douglas M., and Tom Lansford. The Presidency and Decision Making. Edited by Derek S. Reveron, Nikolas K. Gvosdev, and John A. Cloud. Oxford University Press, 2017. http://dx.doi.org/10.1093/oxfordhb/9780190680015.013.10.
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Given the wide latitude that the U.S. president has in security policy, successive chief executives have created different structures and systems to develop and implement their foreign and defense agendas. One result has been dramatic differences in how information and options reach the president as each chief executive seeks to construct and maintain an advisory system that reflects his or her personal style and preferences. Among the various approaches, multiple advocacy has emerged as the most effective and efficient decision-making process to ensure that presidents consider a full range of security options and steer a more prudent course according to the advisory system.
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Burch Jr., John R. The Great Society and the War on Poverty. ABC-CLIO, LLC, 2017. http://dx.doi.org/10.5040/9798400659201.
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An ideal resource for students as well as general readers, this book comprehensively examines the Great Society era and identifies the effects of its legacy to the present day. With the assassination of President John F. Kennedy, Lyndon B. Johnson inherited from the Kennedy administration many of the pieces of what became the War on Poverty. In stark contrast to today, Johnson was aided by a U.S. Congress that was among the most productive in the history of the United States. Despite the accomplishments of the Great Society programs, they failed to accomplish their ultimate goal of eradicating poverty. Consequently, some 50 years after the Great Society and the War on Poverty, many of the issues that Johnson's administration and Congress dealt with then are in front of legislators today, such as an increase in the minimum wage and the growing divide between the wealthy and the poor. This reference book provides a historical perspective on the issues of today by looking to the Great Society period; identifies how the War on Poverty continues to impact the United States, both positively and negatively; and examines how the Nixon and Reagan administrations served to dismantle Johnson's achievements. This single-volume work also presents primary documents that enable readers to examine key historical sources directly. Included among these documents are The Council of Economic Advisers Economic Report of 1964; the Civil Rights Act of 1964; John F. Kennedy's Remarks Upon Signing the Economic Opportunity Act; The Negro Family: The Case for National Action (a.k.a. the Moynihan Report); and the Report of the National Advisory Commission on Civil Disorders (a.k.a. the Kerner Report).
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Doyle, Kenneth O., and Larry K. Houk. Peace of Mind for Your Aging Parents. ABC-CLIO, LLC, 2018. http://dx.doi.org/10.5040/9798400695797.
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Explains the most effective ways to discuss the legal and financial responsibilities that come with the end of life and tools for managing them—such as wills, trusts, estate planning, and cash management—in the context of financial psychology. Dying is complicated. It presents myriad challenges at a time when people are least prepared to deal with complexity. Typically, aging people turn to their adult children and grandchildren, their caregivers, and their professional advisors to guide them in their final years. This book is aimed directly at the children and grandchildren of aging parents to prepare them for meaningful conversations with their parents and among themselves. It gives them the tools they need to communicate knowledgeably with caregivers and professional advisors and to make important decisions with, or on behalf of, those who depend on them. The authors provide legal and financial tools and techniques, including wills and trusts, cash management, and investment planning, approaching each from both a financial and a psychological perspective. They recognize that some of the challenges that people face during their last few years of life cannot be controlled and describe not only what these tools and techniques can do but also what they can't. Those that cannot be controlled, however, can still be managed, and the authors explain with clarity and compassion how to deal with them through psychological and spiritual engagement.
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Trauschweizer, Ingo. Maxwell Taylor's Cold War. University Press of Kentucky, 2019. http://dx.doi.org/10.5810/kentucky/9780813177007.001.0001.
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Maxwell Taylor’s Cold Wartraces the Cold War career of Maxwell Taylor, a Kennedy White House insider and architect of American strategy in Vietnam. After 1945 Taylor led the U.S. Military Academy, commanded American forces in Berlin and Korea, guided the army through declining budget shares, emerged as a critic of President Eisenhower’s nuclear deterrence strategy, and, in the 1960s, served as military advisor at the White House, Joint Chiefs of Staff chairman, ambassador in South Vietnam, and advisor to Lyndon Johnson. Taylor remained a public critic of defense policy and civil-military relations into the 1980s. Through Taylor’s career we can investigate the evolution of the national security establishment from the vantage points of the military and the executive branch: what is the role of the armed services in national and international security strategies? Where do service interests and national interest intersect and what happens when there is less-than-complete overlap? What is the role of the JCS and their chairman? This has implications for historical and contemporary issues: civil-military relations, the question at what levels professional military advice needs to be heard, and the ramifications of the evolving challenges of war and balance of strategy and force structure for conventional warfare and counterinsurgency. These issues are linked in the hierarchies of a nationalsecurity state built for industrial wars of the twentieth century (between states), which now faces varied threats in the twenty-first century (from insurgents and terrorist groups) that were at least partly foreshadowed in the Vietnam War era.
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Kimber, Jacquelyn, and Julie Bell. Tax Advisers' Guide to Trusts. 7th ed. Bloomsbury Publishing Plc, 2024. http://dx.doi.org/10.5040/9781526524171.
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This title is written to provide tax advisers an understanding of the UK tax rules applicable to trusts resident in the UK or abroad, and the resultant tax liabilities of the trustees, settlors and beneficiaries, and opportunities for reducing those liabilities where possible. As well as background to trusts and trustees powers and duties, the commentary deals with the main types of private trusts and the rules that apply to them- these cause practitioners the biggest headache. There are also important chapters in residence and domicile and foreign trusts, charitable trusts, and purpose and heritage trusts. A number of specialist areas such as protective and vulnerable persons trusts are also dealt with. This new edition covers the significant legislative changes reflected in several Finance Acts since the publication of the last edition in 2020. These include: Updates to the Trust Registration Service by HMRC following new anti-money laundering regulations Responses to the Government’s consultation on the taxation of trusts Changes to the rules for additions to existing settlements from July 2020 This updated edition also includes a review of recent tax cases, including Barclays Wealth Trustees (Jersey) Ltd & Anor v HMRC (excluded property trust status and the treatment of inter-trust transfers) and a number of more recent cases relating to the interpretation of trust legislation. A digital version of this title is available as part of our online tax resources. Contact our sales team to ask about access - onlinesales@bloomsburyprofessional.com
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Arjaliès, Diane-Laure, Philip Grant, Iain Hardie, Donald MacKenzie, and Ekaterina Svetlova. Fund Managers and Their Investors. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198802945.003.0003.
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Chapter 3 examines the mechanisms through which clients impact fund managers’ practices and vice versa. The discussion encompasses fixed income investment as well as investment in shares. In both fixed income and shares, clients can include both institutional investors (such as pension funds) and retail investors (i.e. private individuals, though often guided by financial advisers). Their reasons for investment vary, leading to different time-horizons on their decisions, different ways of measuring performance, and different forms of interaction with the rest of the investment chain. They often rely on various types of advisers: investment consultants, independent financial advisers, and fund-rating companies. Variations of those kinds among the clients influence fund managers’ investment decisions, whether intentionally or not. Thus, the chapter suggests that the client–fund manager relationship is not a simple principal–agent problem, but a multi-faceted, contextually dependent, malleable matter.
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Kozelsky, Mara. People’s War, or War against the People? Oxford University Press, 2018. http://dx.doi.org/10.1093/oso/9780190644710.003.0007.
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With the war going badly for Russia in the winter of 1854–1855, the tsar and his advisors debated the feasibility of partisan warfare. Top advisors debated the loyalty of populations along the imperial borderland as well as the use of scorched earth tactics. The new military leader of Crimea, M. D. Gorchakov, proved (in theory, at least) to be more sympathetic to the plight of civilians than his predecessor A. S. Menshikov. Terror against Tatars abated. Yet, others in the military administration remained suspicious. Secret police exiled Tatars they believed to be traitors, while the new military governor orchestrated the forced relocation of thousands of coastal Tatars to the interior. Not all officials supported the persecution of Tatars. Several protested their relocation and brought it to a halt. This chapter shows that Russian oppression of Tatars evolved in shifting wartime conditions and was not a foregone conclusion.
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Isabel, Robinson, and Varney Howard. Part II The Right to Know, B Commissions of Inquiry, Principle 12 Advisory Functions of the Commissions. Oxford University Press, 2018. http://dx.doi.org/10.1093/law/9780198743606.003.0016.
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Principle 12 deals with the advisory functions of truth commissions. The advisory function of truth commissions is one of the most concrete ways that they can achieve their goals of helping rebuild society and prevent further violence. Such function is an essential dimension of the forward-looking dimension of truth-telling and truth-seeking processes. In particular, it enables truth commissions to pay attention to the experiences and role of women in transitioning societies, as well as to intersect with others measures aimed at combating impunity, including reparations and criminal prosecutions. This chapter first provides a contextual and historical background on Principle 12 before discussing its theoretical framework and how the recommendations of truth commissions have been implemented. It also highlights some of the key challenges involved in the implementation of a commission’s recommendations, noting that the failure to implement recommendations is often the result of a lack of political will.
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James D, Fry, and Chong Agnes. 3 Institutional Structure and the Position of Members, 3.3 Conditions of Admission of a State to Membership in the United Nations ( Article 4 of the Charter ), Advisory Opinion, [1948] ICJ Rep 57; Competence of the General Assembly for the Admission of a State to the United Nations , Advisory Opinion, [1950] ICJ Rep 4. Oxford University Press, 2016. http://dx.doi.org/10.1093/law/9780198743620.003.0017.
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Statehood traditionally has been determined by reference to the Montevideo Convention criteria. However, more recently, many commentators have come to see collective recognition through UN membership as the main avenue to statehood, a view supported by the extraordinary efforts taken by emerging states to gain UN membership. Only states can be UN members, and so UN membership is the ‘badge’ of statehood, or so the argument goes. In light of this shift to collective recognition through UN membership, the two ICJ advisory opinions gain particular importance. In responding to the political stalemate in the Security Council over admission of new UN members, the ICJ insisted on adhering to the legal rules of the UN Charter concerning admission, which is one of the main lessons of these advisory opinions. However, politics ultimately prevailed over the law when resolving the stalemate, which might be the more important lesson.
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Lori, Turnbull. Part II Institutions and Constitutional Change, B The Parliamentary System, Ch.8 Political Institutions in Canada in a New Era. Oxford University Press, 2017. http://dx.doi.org/10.1093/law/9780190664817.003.0008.
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This chapter examines the meaning and significance of the parliamentary reform package introduced by Prime Minister Justin Trudeau’s government in 2015. The proposed measures address themes that have been part of democratic reform agendas for many years, and most of them can be fairly described as low-hanging fruit. The one that stands out from the rest is the Trudeau government’s approach to appointments. Historically, Prime Ministers have made appointments to the Senate, the Supreme Court, and other positions of profile and authority with little to no restrictions on their discretion. The Trudeau government’s creation of independent advisory boards to preside over appointments throughout federal government institutions, and the identification of specified criteria to guide these appointments, represents a major departure from historic practice and a potentially significant shift away from the concentration of power in the hands of the political Executive.
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Hoff, Timothy J. All Roads Lead to Trust. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780190626341.003.0004.
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Doctors view the best relationship with patients in highly personal and idealistic terms, admitting through discussion of their own experiences that sustained interpersonal relationships with many patients are difficult to establish. For doctors, interpersonal trust with their patients looms as the central feature of strong, effective relationships. The ability to relate to patients on deeper psychological and emotional levels was the key focus for them in their work. They also cited other roles, such as friend and expert advisor, as important in gaining patient trust. Doctors’ views and their best patient relationship experiences emphasized the benefits of dyadic care delivery, even as the notion of the relational dyad finds less support within health care, given over instead to higher volume, transactionally oriented care relationships between organizations and patients.
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Fitzmaurice, Malgosia. The History of Article 38 of the Statute of the International Court of Justice. Edited by Samantha Besson and Jean d’Aspremont. Oxford University Press, 2018. http://dx.doi.org/10.1093/law/9780198745365.003.0009.
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This chapter analyses the history of Article 38 of the International Court of Justice (ICJ) Statute. It also seeks to reflect on the Article’s current status. The main focus of this chapter is to look at sources of international law through the prism of their historical development, including potential ‘new’ sources (acts of international organizations, unilateral acts of States, soft law) which have emerged long after the twelve ‘wise men’ of the Advisory Committee of Jurists had completed their task of drafting Article 38. The chapter also deals with the ‘classical’ sources of international law, such as customary international law and general principles of law. It takes into account how various courts and tribunals approach these sources.
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Cameron, James. Introduction. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780190459925.003.0001.
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The introductory chapter outlines an established consensus that the United States’ shift from a policy of nuclear superiority over the Soviet Union to a policy that emphasized arms control, mutual assured destruction, and nuclear parity was the result of nuclear-strategic calculus. It then shows how declassified records of Nixon’s conversations with his advisors on the Strategic Arms Limitation Talks (SALT) disprove that thesis. It goes on to outline how Kennedy and Johnson administration officials also acted in ways that contradicted their private comments. Through brief summaries of the subsequent chapters, it then explicates the central argument of the book: that all three presidents were engaged in a double game to reconcile their personal doubts regarding the utility of nuclear weapons with the prevailing public and congressional mood during their administrations. It concludes by suggesting this dynamic is of enduring relevance to the formulation of American nuclear strategy.
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Offner, Amy C. Sorting Out the Mixed Economy. Princeton University Press, 2019. http://dx.doi.org/10.23943/princeton/9780691190938.001.0001.
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In the years after 1945, a flood of U.S. advisors swept into Latin America with dreams of building a new economic order and lifting the Third World out of poverty. These businessmen, economists, community workers, and architects went south with the gospel of the New Deal on their lips, but Latin American realities soon revealed unexpected possibilities within the New Deal itself. In Colombia, Latin Americans and U.S. advisors ended up decentralizing the state, privatizing public functions, and launching austere social welfare programs. By the 1960s, they had remade the country's housing projects, river valleys, and universities. They had also generated new lessons for the United States itself. When the Johnson administration launched the War on Poverty, U.S. social movements, business associations, and government agencies all promised to repatriate the lessons of development, and they did so by multiplying the uses of austerity and for-profit contracting within their own welfare state. A decade later, ascendant right-wing movements seeking to dismantle the midcentury state did not need to reach for entirely new ideas: they redeployed policies already at hand. This book brings readers to Colombia and back, showing the entanglement of American societies and the contradictory promises of midcentury statebuilding. The untold story of how the road from the New Deal to the Great Society ran through Latin America, the book also offers a surprising new account of the origins of neoliberalism.
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Hopwood, Jennifer L. Best STEM Resources for NextGen Scientists. ABC-CLIO, LLC, 2015. http://dx.doi.org/10.5040/9798400617690.
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Intended to support the national initiative to strengthen learning in areas of science, technology, engineering, and mathematics, this book helps librarians who work with youth in school and public libraries to build better collections and more effectively use these collections through readers’ advisory and programming. A versatile and multi-faceted guide, Best STEM Resources for NextGen Scientists: The Essential Selection and User’s Guide serves as a readers’ advisory and collection development resource for youth services and school librarians seeking to bring STEM-related titles into their collections and introduce teachers and young readers to them. This book not only guides readers to hundreds of the best STEM—related titles—fiction and non—fiction printed materials as well as apps, DVDs, websites, and games—it also includes related activities or programming ideas to help promote the use of the collection to patrons or students in storytime, afterschool programs, or passive library programs. After a detailed discussion of the importance of STEM and the opportunities librarians have for involvement, the book lists and describes best STEM resources for young learners. Resources are organized according to the reading audiences for which they are intended, from toddlers through teens, and the book includes annotated lists of both fiction and nonfiction STEM titles as well as graphic novels, digital products, and online resources. In addition, the author offers a selection of professional readings for librarians and media specialists who wish to further expand their knowledge.
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Benson, Michael T. Harry S. Truman and the Founding of Israel. Praeger, 1997. http://dx.doi.org/10.5040/9798400661914.
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Harry S. Truman sensed something profound and meaningful in the Jewish restoration to Palestine, something which transcended other considerations. As the president recorded in hisMemoirs, the Palestine question was a basic human problem. In the end, Truman was willing to go against the current of his most trusted foreign policy advisers, who were absolutely opposed to the establishment of a Jewish state in the Middle East. These advisers argued that however humanitarian a Jewish homeland might seem, such a proposition posed a real risk to American interests in the Near East and to United States national security in the late 1940s. Despite their continued opposition, Truman stood his ground and maintained that he would decide the entire issue based on what he thought was right. Of interest to historians, and students of Israel and of the U.S. presidency.
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Toye, John. Colonial development by intersector labour transfer, 1950–69. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198723349.003.0006.
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As the colonization approach, metropolitan power tried to legitimize their rule by claiming that they aim at economic development. Arthur Lewis criticized the British colonial development plan for lacking comprehensiveness and, in the 1940s, laid out his own manifesto for rapid industrialization. Later, in Manchester University, he wrote the significant 1951 UN report on development and his famous article on development by intersector labour transfer. His controversy with Herbert Frankel did not satisfy the critiques, but became the bible for those who identify development with industrialization. Lewis’s time as a policy advisor to Ghana Kwame Nkrumah left him doubtful about the possibility of successful development planning and he effectively withdrew from the development scene, despite retaining Enlightenment values.
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Die Seele heilen: Ein Mutmachbuch for Depressive und ihre Angehörigen. Graefe und Unzer, 2010.
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Brewer, James E., and Charles H. Self. Individual Biases in Retirement Planning and Wealth Management. Oxford University Press, 2017. http://dx.doi.org/10.1093/acprof:oso/9780190269999.003.0019.
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Around the globe, the gradual move from defined benefit pensions to defined contribution pensions has increased the need for individual retirement planning. Examples of this include U.S. savings rates at historic lows, poor retirement prospects for citizens in developed countries, and the disparaging gap between investor returns and market returns. Research indicates that individuals working with a financial advisor generally receive better results than those who do not. Working with a Certified Financial Planner (CFP) gives an added level of security because a CFP takes an oath to keep the client’s interests ahead of his or her own. This chapter puts describes giving nudges to help individuals close the savings, investing, and behavior gaps that will improve their total wealth and wealth-transfer picture.
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Flowers, Sarah, and Samuel Stavole-Carter. Teen Genreflecting. 4th ed. ABC-CLIO, LLC, 2020. http://dx.doi.org/10.5040/9798216023692.
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Teen Genreflecting serves as a guide to contemporary teen fiction, encompassing every genre and format, including graphic novels, scrapbook-formatted books, verse novels, historical fiction, speculative fiction, contemporary realistic fiction, and more. Teen literature is one of the most popular and quickly growing segments of the publishing world. Not only are teens continuing to read for pleasure, but many adults have discovered the joys of teen literature. As part of the Genreflecting Advisory Series, Teen Genreflecting provides librarians with a road map to the vibrant and diverse body of literature focusing on recent fiction for teens, organizing and describing some 1,300 titles, most published within the past ten years, along with perennial classics. The authors indicate where each title fits in the genre scheme; its subject matter, format, and general reading level; and any pertinent awards. They also provide advice on readers' advisory services to teens, descriptions of genres and subgenres, and lists of favorites for each genre. As with previous editions, this guide will prove invaluable to librarians building their teen collections and will help them assist teens in finding the books they love, no matter what genre.
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Cleary, Timothy, and Charles H. R. Morris. Credit Risk Mitigation and Synthetic Securitization. Oxford University Press, 2025. https://doi.org/10.1093/law/9780198891062.001.0001.
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Abstract Credit Risk Mitigation and Synthetic Securitization explores the evolving regulatory landscape for credit risk mitigation, focusing on the Basel Accords and specifically their implementation in the UK and EU. It examines how banks use legal techniques, including security, guarantees, credit risk insurance, and synthetic securitization, to manage credit risk under stringent prudential standards. The book provides a detailed analysis of the additional legal and regulatory requirements these techniques must meet and explains how they mitigate capital requirements. It outlines practical methods to meet these regulatory obligations and addresses common challenges faced by transactional and advisory lawyers when structuring, drafting, reviewing, and negotiating credit protection and significant risk transfer (SRT) transactions. Authored by experienced practitioners, this resource equips finance lawyers with the expertise to navigate complex financial regulations effectively.
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Demczuk, Andrzej. Transformational Leadership and the Modern Presidency. The Rowman & Littlefield Publishing Group, 2023. https://doi.org/10.5040/9781978738515.
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This book seeks to analyze the leadership of three presidents: Bill Clinton, George W. Bush, and Barack Obama, as well as to examine the impact of the presidents’ leadership had on the leadership of the advisers they worked with during their presidencies. Transformational leadership, a term first introduced by James MacGregor Burns, describes a process in which “leaders and followers help each other to advance to a higher level of morale and motivation.” In order to measure transformational leadership, Bernard M. Bass’s model - which includes four elements: an idealized influence, inspiring motivation, intellectual stimulation, and individual treatment - is applied throughout. It is crucial to conduct an analysis of the relationships between the examined three presidents and their advisers in order to demonstrate if the subordinates excelled in leadership because of the presidents’ leadership skill.
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Kenneth, Keith. 2 Legal Powers, 2.2 Effect of Awards of Compensation Made by the United Nations Administrative Tribunal Advisory Opinion [1954] ICJ Rep 47. Oxford University Press, 2016. http://dx.doi.org/10.1093/law/9780198743620.003.0011.
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This case note relates to the advisory opinion of the International Court of Justice on the United Nations Administrative Tribunal in which the Court ruled that the General Assembly of the United Nations had the power to establish the Tribunal to decide disputes between UN staff members and the UN Secretary-General, their employer, and that its awards were binding on the General Assembly when it came to adopt the UN budget. Underlying these rulings is the principle of the independence of the international civil service. The case note also records the changes that were made to the Statute of the Tribunal as a consequence, changes which presented procedural issues for the Court which was given a review power in respect of awards of the Tribunal.