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Synopsis
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. Investors are finally becoming empowered to make informed decisions about whom they work with. This book will help them avoid the industry's bad apples.
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.
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About the Author
John J. De Goey, CFP is a Vice President and Associate Portfolio Manager with Burgeonvest Bick Securities Limited. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada.
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The Professional Financial Advisor IV: Putting Transparency and Integrity First
Published by
Insomniac Press (edition ), 2016
ISBN 10: 1554831733
ISBN 13: 9781554831739
Used
Paperback
Seller: BooksRun, Philadelphia, PA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # 1554831733-11-1
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The Professional Financial Advisor IV: Putting Transparency and Integrity First
Seller: Zoom Books East, Glendale Heights, IL, U.S.A.
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Condition: good. Book is in good condition and may include underlining highlighting and minimal wear. The book can also include "From the library of" labels. May not contain miscellaneous items toys, dvds, etc. . We offer 100% money back guarantee and 24 7 customer service. Seller Inventory # ZEV.1554831733.G
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The Professional Financial Advisor IV: Putting Transparency and Integrity First
Seller: Zoom Books Company, Lynden, WA, U.S.A.
Seller rating 5 out of 5 stars
Condition: very_good. Book is in very good condition and may include minimal underlining highlighting. The book can also include "From the library of" labels. May not contain miscellaneous items toys, dvds, etc. . We offer 100% money back guarantee and 24 7 customer service. Seller Inventory # ZBV.1554831733.VG
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The Professional Financial Advisor IV: Putting Transparency and Integrity First
Seller: Better World Books: West, Reno, NV, U.S.A.
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Condition: Very Good. Former library copy. Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Includes library markings. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 68271354-75