Business & Economics Money Management
Professional Financial Advisor IV, The
- Publisher
- Insomniac Press
- Initial publish date
- Nov 2016
- Category
- Money Management, Investing
-
Paperback / softback
- ISBN
- 9781554831739
- Publish Date
- Nov 2016
- List Price
- $19.95
Classroom Resources
Where to buy it
Description
After decades of debate, sweeping changes have transformed the financial services industry. At the same time, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs.John J. De Goey argues that financial advisors are changing the way they do business. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers. This fourth edition is updated to keep you on top of recent changes in the industry and is written in an accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading.
About the author
John J. De Goey, MPA, CIM, FCSI, TEP, CFP is a senior financial advisor who has written for a number of financial sources including The Globe and Mail, National Post, Advisor's Edge, Canadian MoneySaver, and MoneySense.