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Who can you trust with your money? : get the help you need now and avoid dishonest advisors

Author: Bonnie S Kirchner
Publisher: Upper Saddle River, N.J. : FT Press, ©2010.
Edition/Format:   eBook : Document : EnglishView all editions and formats
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Additional Physical Format: Print version: Kirchner, Bonnie S., 1967-
Who can you trust with your money?
Upper Saddle River, N.J. : Pearson Education, ©2010
(OCoLC)436027620
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Bonnie S Kirchner
ISBN: 9780131367258 0131367250
OCLC Number: 609599718
Description: 1 online resource (xxiv, 197 pages)
Contents: Foreword . . . . . . . . . . . . . . . . . . . . xiAcknowledgments . . . . . . . . . . . . . . . xiiiAbout the Author . . . . . . . . . . . . . . . . xvIntroduction . . . . . . . . . . . . . . . . . . xviiChapter 1 Recent Investment Scams . . . 1Bradford C. Bleidt . . . 1Bernard Madoff . . . 8Chapter 2 What Is Financial Planning? . . . 15Chapter 3 The Meaning Behind Advisor Designations and Licenses . . . 21Chapter 4 Advisor Compensation . . . 31Chapter 5 Deciphering Fee Structures . . . 35Portfolio Development and Asset Management . . . 35Financial Planning . . . 36Stocks, Bonds, and Exchange Traded Funds . . . 36Mutual Funds . . . 37Variable Annuities . . . 39Indexed Annuities . . . 41Insurance . . . 41Chapter 6 Finding Additional Fees . . . 43Managed and/or Brokerage . . . 43Variable Annuities . . . 44Mutual Funds . . . 45Exchange Traded Funds and Index Funds . . . 46Chapter 7 Financial Products and Advisor Compensation . . . 47Investment-Related . . . 48Insurance Coverage . . . 49Financial Planning . . . 50Chapter 8 Statements, Communications, and the "Dreaded" Prospectus . . . 51Statements . . . 51Prospectuses-Mutual and Exchange Traded Funds . . . 53Shareholder Updates and Annual Reports . . . 55Prospectuses-Variable Annuities . . . 56Standard Charges (on Most Contracts) . . . 56Rider Electives . . . 57Proxy Materials . . . 57Chapter 9 The Roles of Various Financial Institutions . . . 59Investments in Insurance Products . . . 61Investment Management and Investment Product Sales . . . 63The Broker/Dealer . . . 63The Custodian . . . 64The Federal Deposit Insurance Company . . . 65The Securities Investment Protection Corporation (SIPC) . . . 66Chapter 10 Understanding What You Need . . . 67Chapter 11 Choosing Advisors to Consider . . . 77Chapter 12 Choosing Candidates to Interview . . . 81Chapter 13 Interviewing Candidates . . . 85Preparing for the Meeting . . . 85During the Meeting . . . 92After the Meeting . . . 97Chapter 14 Spotting Red Flags: Advisors to Avoid . . . 101The Name and Information Gathering Phase . . . 101During the Meeting . . . 104After the Meeting . . . 106Advisors to Avoid . . . 107Chapter 15 The Rules of Engagement . . . 111Chapter 16 Maintenance of the Advisor-Client Relationship . . . 127Chapter 17 Activity . . . 131Chapter 18 Accessibility . . . 135Chapter 19 The Dysfunctional Relationship . . . 137Chapter 20 Criminal Versus Non-Criminal Behavior . . . 143Chapter 21 Filing a Complaint . . . 149Appendix A Consumer Resources . . . 155Credit Ratings Agencies . . . 163Appendix B Glossary . . . 167Index . . . 187
Responsibility: Bonnie S. Kirchner.

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