1.

Record Nr.

UNINA9910784001703321

Autore

De Goey John J

Titolo

The professional financial advisor II [[electronic resource] ] : how the financial services industry hides the ugly truth / / John J. De Goey

Pubbl/distr/stampa

Toronto, : Insomniac Press, 2006

ISBN

1-280-91137-9

9786610911370

1-4593-0837-9

1-897415-73-7

Descrizione fisica

1 online resource (354 p.)

Disciplina

332.6/2/0971 22

Soggetti

Financial planners - Canada

Investment advisors - Canada

Financial services industry - Canada

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Includes index.

Previous ed. published under title: The professional financial advisor.

Nota di bibliografia

Includes bibliographical references and index.

Nota di contenuto

Contents; Introduction; Part One: Preparing FSPs; Part Two: Scientific Testing; Part Three: Necessary Disclosure; Part Four: Professionalism; Notes; Acronyms; Recommended Reading; Index; Acknowledgements; About the Author

Sommario/riassunto

Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives.