Download or read book The Winner s Circle written by R. J. Shook and published by John Wiley & Sons. This book was released on 2004-11-03 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: Uncover and invest in the best funds for today and tomorrow The number of mutual funds investors must choose from is now greater than the number of stocks listed on the NYSE. Selecting the right fund-and, just as important, the best manager-in a turbulent investment arena is more difficult than ever before. Revealing money-management secrets typically reserved for elite investors, top fund managers share their investment approaches, and provide in-depth explanations of their philosophies, disciplines, and backgrounds that can be applied by both individual and professional investors. R. J. Shook (Boca Raton, FL) is the popular and influential author of the Winner's Circle book series. He has authored six Wall Street-related titles, and writes a monthly column as well as a popular annual cover story-"The Winner's Circle Top Advisors"-for Research Magazine.
Download or read book The Excellent Investment Advisor written by Nick Murray and published by Nick Murray Company Incorporated. This book was released on 1996 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Mutual Fund Industry written by R. Glenn Hubbard and published by Columbia University Press. This book was released on 2010 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mutual funds form the bedrock of retirement savings in the United States, and, considering their rapid growth over recent decades, are sure to become even more financially critical in the coming decades. Because the size of fees paid by investors to mutual fund advisers can strongly affect the return on investment, these fees have become contentious in Congress and the courts, with many arguing that investment advisers grow rich at the expense of investors. This groundbreaking book not only conceptualizes a new economic model for the industry but uses this model to test price competition between investment advisers. Its highly experienced authors track the growth of the industry over the past twenty-five years and present the arguments and evidence both for and against theories of adviser malfeasance, as well as the assertion that market forces fail to protect investors' returns from excessive fees. The volume briefly reviews the regulatory history of mutual fund fees and leading case decisions addressing excessive fees. It also reveals the extent to which the governance structure of mutual funds impacts fund performance. There is no greater text for those who seek to understand today's mutual fund industry, including investors, money managers, fund directors, securities lawyers, economists, and those concerned with regulatory policy toward mutual funds
Download or read book The Boston Institute of Finance Mutual Fund Advisor Course written by Boston Institute of Finance and published by John Wiley & Sons. This book was released on 2005-05-18 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: Access the industry?s premier print study guide and the industry?s premier online test-prep materials with this unique package. The study guide consists of seven chapters, which parallel the content of the exams. Each chapter includes review questions and provides the core knowledge necessary to pass the exams. The associated test-prep Web course provides sample test questions and tips that will help you get a better feel for the actual exams. Filled with in-depth insight and expert guidance, you won?t need anything else to pass the Series 6 and Series 63 exams. Order your copy today.
Download or read book Simple Wealth Inevitable Wealth written by Nick Murray and published by Nick Murray Company. This book was released on 1999 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The New Advisor for Life written by Stephen D. Gresham and published by John Wiley & Sons. This book was released on 2011-09-19 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
Download or read book Mutual Fund Industry Handbook written by Lee Gremillion and published by John Wiley & Sons. This book was released on 2005-08-26 with total page 404 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry." -- From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms. Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You'll learn about: Front-office functions-analysis, buying, and selling. Back-office functions, including settlement, custody, accounting, and reporting. Commission structures-front-end loads, back-end loads, or level loads. The various fund categories used by the Investment Company Institute, Morningstar, and Lipper. The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers. If you want a definitive reference on the mutual fund industry, this is the book for you.
Download or read book The Investor s Dilemma written by Louis Lowenstein and published by John Wiley & Sons. This book was released on 2008-03-31 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on cutting-edge research by leading corporate critic Louis Lowenstein, The Investor’s Dilemma: How Mutual Funds Are Betraying Your Trust and What to Do About It reveals how highly overpaid fund sponsors really operate and walks you through the conflicts of interest found throughout the industry. Page by page, you’ll discover the real problems within the world of mutual funds and learn how to overcome them through a value-oriented approach to this market.
Download or read book Private Money Management written by Julie Stone and published by CRC Press. This book was released on 2001-06-22 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you knew exactly how much money you would need at retirement, you could figure out how much risk you'd have to take to get there. You could stop focusing on finding the next hot investment and set about building your overall net worth. You'd develop a plan to manage your existing assets and future resources to meet your anticipated needs. Privat
Download or read book The Pocket Idiot s Guide to Investing in Mutual Funds written by Lita Epstein MBA and published by Penguin. This book was released on 2007-06-05 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt: Smart readers will invest in this no-nonsense guide. Investing in today’s markets can be complicated and risky for the average person. With so many avenues—and supposed “financial advisors”—to choose from, it’s nearly impossible to know what to do. Here is everything the aspiring investor needs to get started, including mutual fund fundamentals—their different types, fees, and taxes—as well as how to construct one’s portfolio and choose the best fund manager. —From a seasoned financial writer —Pocket-sized format for quick reference
Download or read book The New Mutual Fund Investment Advisor written by Richard C. Dorf and published by Irwin Professional Publishing. This book was released on 1988-03-01 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The New Mutual Fund Investment Advisor written by Richard C. Dorf and published by Irwin Professional Publishing. This book was released on 1986 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Getting Started in Finding a Financial Advisor written by Charles A. Jaffe and published by John Wiley & Sons. This book was released on 2010-03-18 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide Helps you determine the kind of advisor best-suited for your situation Provides interview questions, discusses what credentials really mean, and which are important Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.
Download or read book Investing from Scratch written by James Lowell and published by Penguin. This book was released on 2007-01-30 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully updated—the popular guide for young investors who want to take control of their financial future A lot has changed since Investing from Scratch first appeared, and this revised edition takes it all into account for those in their 20s and 30s who are hoping to invest their way to wealth. In a straightforward style backed by useful charts and graphs, finance expert James Lowell makes it clear that you don’t need to be rich to become that way in the market. Readers will learn how to: • create a budget they can live and invest with • select the most appropriate investments • design a mutual fund portfolio, and much more With easy-to-understand definitions of essential terms, up-to-date post–“Internet bubble” strategies, and fully revised charts and graphs, Investing from Scratch is an invaluable resource for future investors.
Download or read book Exchange Traded Funds For Dummies written by Russell Wild and published by John Wiley & Sons. This book was released on 2006-10-11 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt: It seems like every week Wall Street comes up with some new, exotic investment idea that puts your money at risk. Thankfully, exchange-traded funds (ETFs) are less volatile than individual stocks, cheaper than most mutual funds, and subject to minimal taxation. But how do you use this wonderful product to diversify your investments in today’s fast-growing and ever-changing market? Exchange-Traded Funds For Dummies shows you in plain English how to weigh your options and pick the exchange-traded fund that’s right for you. It tells you everything you need to know about building a lean, mean portfolio and optimizing your profits. This hands-on guide will give you the power to use ETFs to: Create the stock (equity) side of your portfolio Handle risk control, diversification, and modern portfolio theory Manage small, large, sector, and international investments Add bonds, REITs, and other ETFs Invest smartly in precious metals Work non-ETFs into your investment mix Revamp your portfolio to fit life changes Fund your retirement years In addition, this book covers commonly asked questions about ETFs and mistakes that many investors, even the experienced ones, make. It provides forecasts of the future for ETFs and personal spending and also provides a complete list of ETFs and Web resources to assist your investment. With Exchange-Traded Funds For Dummies, you’ll soon discover what makes ETFs the hottest investment on the market!
Download or read book Understanding Mutual Funds written by Arnold Corrigan and published by . This book was released on 1987 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-16 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.
