Who can you trust with your money? : get the help you need now and avoid dishonest advisors
“ Bonnie Kirchner is perhaps the only person in America who is qualified enough to write this book. She has the experience, the firsthand knowledge, and the credibility to help you find a personal financial advisor you can trust. In ways no other author could, she helps you navigate the oftentimes t...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
[Place of publication not identified]
Pearson Education
2010
|
| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629103106719 |
Tabla de Contenidos:
- Cover
- Contents
- Acknowledgments
- About the Author
- Introduction
- Chapter 1 Recent Investment Scams
- Bradford C. Bleidt
- Bernard Madoff
- Chapter 2 What Is Financial Planning?
- Chapter 3 The Meaning Behind Advisor Designations and Licenses
- Chapter 4 Advisor Compensation
- Chapter 5 Deciphering Fee Structures
- Portfolio Development and Asset Management
- Financial Planning
- Stocks, Bonds, and Exchange Traded Funds
- Mutual Funds
- Variable Annuities
- Indexed Annuities
- Insurance
- Chapter 6 Finding Additional Fees
- Managed and/or Brokerage
- Variable Annuities
- Mutual Funds
- Exchange Traded Funds and Index Funds
- Chapter 7 Financial Products and Advisor Compensation
- Investment-Related
- Insurance Coverage
- Financial Planning
- Chapter 8 Statements, Communications, and the "Dreaded" Prospectus
- Statements
- Prospectuses-Mutual and Exchange Traded Funds
- Shareholder Updates and Annual Reports
- Prospectuses-Variable Annuities
- Standard Charges (on Most Contracts)
- Rider Electives
- Proxy Materials
- Chapter 9 The Roles of Various Financial Institutions
- Investments in Insurance Products
- Investment Management and Investment Product Sales
- The Broker/Dealer
- The Custodian
- The Federal Deposit Insurance Company
- The Securities Investment Protection Corporation (SIPC)
- Chapter 10 Understanding What You Need
- Chapter 11 Choosing Advisors to Consider
- Chapter 12 Choosing Candidates to Interview
- Chapter 13 Interviewing Candidates
- Preparing for the Meeting
- During the Meeting
- After the Meeting
- Chapter 14 Spotting Red Flags: Advisors to Avoid
- The Name and Information Gathering Phase
- During the Meeting
- After the Meeting
- Advisors to Avoid
- Chapter 15 The Rules of Engagement
- Chapter 16 Maintenance of the Advisor-Client Relationship.
- Chapter 17 Activity
- Chapter 18 Accessibility
- Chapter 19 The Dysfunctional Relationship
- Chapter 20 Criminal Versus Non-Criminal Behavior
- Chapter 21 Filing a Complaint
- Appendix A: Consumer Resources
- Credit Ratings Agencies
- Appendix B: Glossary.
