TITLE

Learning curves

AUTHOR(S)
Cann, Nick
PUB. DATE
June 2008
SOURCE
Money Marketing;6/26/2008, p46
SOURCE TYPE
Periodical
DOC. TYPE
Editorial
ABSTRACT
The author reflects on the need for comprehensive financial planning driven by a client and his needs, that are ahead of what product is recommended, in times of financial crises in Great Britain. He argues that advisers should think of alternative strategies to avoid a business downturn. He mentions that many businesses that are investing in themselves and their teams are enjoying benefits.
ACCESSION #
35616885

 

Related Articles

  • It's good to talk. Cann, Nick // Money Marketing;10/9/2008, p40 

    In this article the author discusses the importance of financial planning amid the recession in 2008 in Great Britain. He asserts that financial advisers need to ponder on their own abilities to put the interests of their clients. He believes that tough economic times posed opportunities for...

  • Thanks and goodbye...... from the editor.  // Money Marketing (Online Edition);5/28/2014, p5 

    The author comments on the change for both the financial advice profession and the media in Great Britain. People are said to be concerned over the cost and effectiveness of regulation. Advisers were forced to change the way they are paid at a time when clients were feeling the effects of a...

  • Crisis management.  // Money Marketing;11/6/2008, p10 

    The article presents the views of several financial advisers on the impact of the financial crisis on their businesses in Great Britain. A certain adviser claims that their clients are advised on the equity and cash risks of any investment. Another admits that the structure and shape of their...

  • Don't panic, IFAs tell clients. Scott, Tracey // Money Marketing;10/9/2008, p5 

    The article reports on the advice from independent financial advisers to investors to maintain long-term strategies amid the financial crisis in 2008 in Great Britain. Investors were suggested to wait for a period of stability before looking at strategic switches. Alex Pegley, Calculis director,...

  • FUND MANAGERS DIARY. Clay, Nick // Fund Strategy;1/23/2006, p34 

    The article relates the author's experiences for a week as a financial adviser in London, England. He met with a broker to discuss his best ideas for the year. He drove to Wales to decorate the in-laws' hallway while they are away on holiday. He met a focus group on clothing testing company...

  • Dating Our Clients. Levin, Ross // Journal of Financial Planning;Aug2008, Vol. 21 Issue 8, p30 

    The author reflects on the relationship which financial planners have with their clients. Comparisons are made in the article between the relationship which financial planners have with their clients to the relationship of a dating couple. Advice which the author has regarding the financial...

  • Missing Color. Aschkenasy, Janet // Financial Planning;Jun2003, Vol. 33 Issue 6, p53 

    Deals with the rarity of minority certified financial planners in the U.S. amid growth of wealth among minority groups as of June 2003. Outlook of Afro-Americans on investing in the stock market; Discussion on the indifference of some minorities toward investing and financial advice; Ways in...

  • TIMETABLE FOR DEPOLARISATION.  // Money Marketing;12/2/2004, p2 

    Presents the timetable for depolarization related to independent financial advisers in Great Britain.

  • Caveat Adviser. Clark, Bob // Financial Planning;Nov2004, Vol. 34 Issue 11, p35 

    Discusses the challenges faced by financial planners in the U.S. as of November 2004. Role of asset allocation service providers in financial planning; Factors that reflect the integrity of a financial advisor; Ways to evaluate a client's portfolio of investments.

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