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Coles The Professional Financial Advisor Iii: Putting Transparency And Integrity First at Bayshore Shopping Centre in Ottawa, ON
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Sweeping changes are transforming the financial services industry. More and more Canadians are turning to investment advisors to help them achieve lifelong financial security, but how do we know who to trust with our money and our retirement plans? All too often, argues John DeGoey, an advisor who appears to be a dispassionate professional giving objective advice turns out to be a salesperson, recommending a product because of the size of the embedded commission.Where does the future lie for financial service professionals and their clients? DeGoey favours a STANDUP approachScientific Testing and Necessary Disclosure Underpin Professionalism, his formula for the ethical delivery of financial services.In this third edition of his groundbreaking book, DeGoey surveys the changes so far and compares the practices of financial advisors with other professionals such as lawyers, dentists and physicians. He takes issue with the current wisdom that privileges active managementconstant trading and rebalancing of an investment portfolio, with the associated commissions for the broker or trader, combined with attempts at stock picking and market timingover passive management or trust in the efficiency of the market. Financial Service Providers should charge their clients a set fee for advice, regardless of the products that form an individuals portfolio, says DeGoey, thereby making themselves the ethical professionals they claim to be.
Sweeping changes are transforming the financial services industry. More and more Canadians are turning to investment advisors to help them achieve lifelong financial security, but how do we know who to trust with our money and our retirement plans? All too often, argues John DeGoey, an advisor who appears to be a dispassionate professional giving objective advice turns out to be a salesperson, recommending a product because of the size of the embedded commission.Where does the future lie for financial service professionals and their clients? DeGoey favours a STANDUP approachScientific Testing and Necessary Disclosure Underpin Professionalism, his formula for the ethical delivery of financial services.In this third edition of his groundbreaking book, DeGoey surveys the changes so far and compares the practices of financial advisors with other professionals such as lawyers, dentists and physicians. He takes issue with the current wisdom that privileges active managementconstant trading and rebalancing of an investment portfolio, with the associated commissions for the broker or trader, combined with attempts at stock picking and market timingover passive management or trust in the efficiency of the market. Financial Service Providers should charge their clients a set fee for advice, regardless of the products that form an individuals portfolio, says DeGoey, thereby making themselves the ethical professionals they claim to be.
Coles is renowned for its outstanding customer service and great selection of books. Along with the vast array of magazines, stationary, audio-books, children's literature, fiction, non-fiction and reference books, you can find accessories to make your reading experience more pleasurable. We can recommend the very best in reading today. We will help you search our titles for exactly what you need, and if we do not have it in stock, we will order it for you.
