If You Are Going to Hire a Professional Investment Advisor, Let’s Make Sure You Hire the Best: You Really Can Do This on Your Own but for Those of You Who Won’t, Consider the Following Guidelines

2014 ◽  
pp. 175-182
Author(s):  
Nancy Tengler
Keyword(s):  
Investment Advisor

Preventing Emotional Investing: An Added Value of an Investment Advisor

2011 ◽  
Vol 13 (4) ◽  
pp. 34-43 ◽  
Author(s):  
Philip Z. Maymin ◽  
Gregg S. Fisher
Keyword(s):  
Added Value ◽  
Investment Advisor

Factors influencing the choice of financial advisor by women stock investors in Punjab

2017 ◽  
Vol 59 (2) ◽  
pp. 192-201
Author(s):  
Mandeep Kaur ◽  
Tina Vohra
Keyword(s):  
Service Providers ◽  
Age Groups ◽  
Financial Advisors ◽  
Women Clients ◽  
Content Type ◽  
Financial Advisor ◽  
Investment Advisor ◽  
The Impact ◽  
Structured Questionnaire

Purpose The paper aims to attempt to identify the attributes that women look for in their financial advisor and to examine if the choice of attributes of a financial advisor among women investors in Punjab is the same across demographics. The understanding of the attributes that women want in their financial advisor will help the financial advisors to be mindful of the opportunities and the challenges they have to face while working with women investors. Studying the impact of demographics on the choice of the investment advisor would enable the service providers to provide women with services relevant to their unique and individual situations. Design/methodology/approach A pre-tested, well-structured questionnaire was constructed and administered personally, and the responses of 200 women investors were analyzed. The sum of the ranks assigned by women to various attributes determining the choice of a financial advisor was used to find out the most preferred attribute on the basis of which women choose their financial advisor. The Kruskal Wallis test was used to analyze the impact of demographics on the choice of the respondents. Findings The results of the study brought out that the friendliness of the financial advisor, and the quality of advice provided by them are preferred attributes determining the choice of a financial advisor. Along with this, the results also state that the preference for the attribute friendliness and quality of advice is not the same across age groups. The choice of attributes also varies according to the marital status of the respondents. Practical implications The current study will contribute toward a greater understanding of the attributes which are considered important by women while choosing their financial advisor. The study will help the financial advisors to cater to the needs of their women clients. Moreover, the study will also benefit women by bringing about a positive change in the attitude of the financial advisors in favor of them. The greater sensitization of the financial advisors toward their women clients would lead to greater stock market participation among women, thereby benefitting the society. Originality/value The paper is an attempt to identify the attributes that women look for in their financial advisor and to examine if the choice of attributes of a financial advisor among women investors in Punjab is the same across demographics or not. Therefore, the study contributes to the understanding of the investment behavior of women.

scholarly journals A Quick Gbest Guided Artificial Bee Colony Algorithm for Stock Market Prices Prediction

Symmetry ◽  
2018 ◽  
Vol 10 (7) ◽  
pp. 292 ◽  
Author(s):  
Habib Shah ◽  
Nasser Tairan ◽  
Harish Garg ◽  
Rozaida Ghazali
Keyword(s):  
Neural Network ◽  
Stock Market ◽  
Artificial Bee Colony ◽  
Learning Algorithm ◽  
Hybrid Technique ◽  
Market Prices ◽  
Market Values ◽  
Bee Colony ◽  
Global Issue ◽  
Investment Advisor

The objective of this work is to present a Quick Gbest Guided artificial bee colony (ABC) learning algorithm to train the feedforward neural network (QGGABC-FFNN) model for the prediction of the trends in the stock markets. As it is quite important to know that nowadays, stock market prediction of trends is a significant financial global issue. The scientists, finance administration, companies, and leadership of a given country struggle towards developing a strong financial position. Several technical, industrial, fundamental, scientific, and statistical tools have been proposed and used with varying results. Still, predicting an exact or near-to-exact trend of the Stock Market values behavior is an open problem. In this respect, in the present manuscript, we propose an algorithm based on ABC to minimize the error in the trend and actual values by using the hybrid technique based on neural network and artificial intelligence. The presented approach has been verified and tested to predict the accurate trend of Saudi Stock Market (SSM) values. The proposed QGGABC-ANN based on bio-inspired learning algorithm with its high degree of accuracy could be used as an investment advisor for the investors and traders in the future of SSM. The proposed approach is based mainly on SSM historical data covering a large span of time. From the simulation findings, the proposed QGGABC-FFNN outperformed compared with other typical computational algorithms for prediction of SSM values.

scholarly journals SURVEY ON ADVISOR INTELLIGENCE THROUGH PURCHASE PATTERNS AND SALES ANALYTICS

2017 ◽  
Vol 10 (13) ◽  
pp. 302
Author(s):  
Gayatri K. Pradhan ◽  
Sarath Gollapalli ◽  
M Janakimeena ◽  
Syedibrahim Sp
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Exchange Traded Funds ◽  
Data Points ◽  
Investment Advisers ◽  
Purchase Patterns ◽  
Investment Advisor ◽  
Insight Into ◽  
Analyze Data

In mutual fund, an individual or a firm that is in the business of giving advice about securities to clients is an investment advisor. Investment advisers are individuals or firms that receive compensation for giving advice on investing in stocks, bonds, mutual funds, or exchange-traded funds. Investment advisors manage portfolios of securities. Advisors can use new cognitive and analytics capabilities to better understand their clients and needs and have a stronger ability to deepen relationships with a better portfolio. In this paper, we analyze data points foreach advisor, and distinguish the best prospects, obtain insight into their experience and credentials, and learn about their portfolio, in other words, to recognize the pattern of portfolio of the advisors. Such analysis helps the sales people to sell the fund company products to the suitable advisors based on the nature of the product they want to sell. This is done by investigating what kind of products advisors have been buying, and what kind of products they might be looking for. This helps to increase the sales of the products as sales people will be reaching the appropriate advisors.

Survive, Revive, Thrive: Chapter 8: Trade Winds

2021 ◽  
Vol 73 (05) ◽  
pp. 6-7
Author(s):  
Tom Blasingame
Keyword(s):  
Family Member ◽  
Cost Effective ◽  
Trade Winds ◽  
Betty Friedan ◽  
Young Professional ◽  
National Organization For Women ◽  
Direct Benefits ◽  
Lucius Annaeus Seneca ◽  
Investment Advisor ◽  
The Impact

Aging is not lost youth, but a new stage of opportunity and strength. - Betty Friedan, American feminist, 1921-2006 (Cofounder of the National Organization for Women) Where Are We Going? If one does not know to which port one is sailing, no wind is favorable. - Lucius Annaeus Seneca, Roman statesman, 4 BC-65 AD The most challenging aspect of creating a monthly column is to try to balance mission (i.e., long-term strategy), contemporary events (i.e., things happening now), and the urgent (i.e., news you need to know). This column will have a bit of all three. I chose “trade winds” as the theme for this article. As every sailor knows, you must tack to where the wind is, not where you want it to be. I know that every student and Young Professional is waiting for the wind to align with their path. Frankly, I cannot promise that will happen anytime soon, but I can promise it will happen. To borrow a phrase, “patience or pivot” is on everyone’s mind right now. What I would point out is that we have already done both; we have been patient and we have pivoted. I believe that our pivot has been to see the strength and missions of our industry as never before. This is not just in terms of the financial recovery that will significantly enhance activity across all sectors of our industry, but also the impact of having secure and cost-effective energy to power that economy and to provide so many direct benefits to society. My goal as SPE President is to ensure that every initiative that can be considered is considered, that every member feels valued, that their voice is heard, and most of all, that we collectively and proactively work to build the future of our industry. As an adolescent, a family member once told me that “sentimentality is the worst investment advisor.” Obviously, this advice was given as I was about to invest in something stupid and my family member used it as a moment to educate me. I confess it took a while to sink in, but it is true. We must be realistic about the value generated by our investments in life (e.g., time, education, personal relationships, and of course, money). SPE must make investments to remain relevant, and frankly, I need your support to ensure those investments are both wise and appropriate.

scholarly journals REIT Performance From Real Estate Mutual Fund Holdings

2011 ◽  
Vol 9 (12) ◽  
pp. 19
Author(s):  
Russell M. Price
Keyword(s):  
Real Estate ◽  
Mutual Funds ◽  
Mutual Fund ◽  
Dividend Yield ◽  
Investment Advisor ◽  
The Relationship

The performance of REITs may determine the level of holdings in real estate mutual funds. My study combines the process of asset composition of REITs with the REITs contribution in real estate mutual fund portfolios. There is a 2% to 3% increase in REIT holdings when the dividend yield increases by 1%. The relationship is strongest during the tech bubble period. This will give the investment advisor a look into management of real estate related assets in their respective portfolios.

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