Category Archive: Financial Advisors

Dec 08 2013

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What Makes A Great, Expatriate Financial Advisor?

finadv10

Perception is everything. In my view, a great financial advisor is someone who cares deeply for clients. He or she provides an ongoing fiduciary standard of care; keeps investment costs down; avoids the entrapment of investment linked assurance schemes, such as those provided by Friends Provident, Zurich International and Generali (You can read more about …

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Permanent link to this article: http://andrewhallam.com/2013/12/what-makes-a-great-expatriate-financial-advisor/

Oct 02 2011

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The Toughest Part About Being a Financial Advisor

If a person advises people on money matters long enough, they eventually hit a cross-roads. Many of them recognize that they’re not serving their clients as well as they could, and they’re faced with a dilemma: A. Continue to invest their clients’ money in inefficient investment products (actively managed mutual funds).  Or

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Permanent link to this article: http://andrewhallam.com/2011/10/the-toughest-part-about-being-a-financial-advisor/

Mar 24 2011

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Another Financial Advisor Doing The Right Thing

Long ago, before I started teaching, I flirted with the idea of working as a financial advisor.  And I’ll admit, even after taking my first teaching job, I still considered it, from time to time. But the more I looked into it, the more I realized that I couldn’t do it. It didn’t have anything …

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Permanent link to this article: http://andrewhallam.com/2011/03/another-financial-advisor-doing-the-right-thing/

Jan 31 2011

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Is it easy to make a fortune as a financial advisor?

Daniel Solin suggests, in his book, The Smartest Investment Book You’ll Ever Read,  that the average financial advisor/broker in the U.S. makes more money than the average primary care doctor.  He puts the average compensation at $105,000 U.S. But is the scale of effectiveness as it relates to compensation inversely proportional? Most people who have …

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Permanent link to this article: http://andrewhallam.com/2011/01/is-it-easy-to-make-a-fortune-as-a-financial-advisor/

Dec 02 2010

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How To Select A Financial Advisor

Because we weren’t taught much about money in school, most of us run around naked as adults, before embracing the first person who hands us a towel to drape over our streaking bodies. It’s best not to go out in the buff in the first place. When looking for a financial planner, don’t be the …

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Permanent link to this article: http://andrewhallam.com/2010/12/how-to-select-a-financial-advisor/

Oct 27 2010

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Financial newsletters and empty promises

thimk

The best advice I could give someone getting into stock picking is to think for themselves, and avoid advertisements of financial ‘gurus’ who want to share the light—for a fee. When professors John Graham (University of Utah) and Campbell Harvey (Duke University) tracked more than 15,000 stock market newsletters from June 1980 to December 1992, …

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Permanent link to this article: http://andrewhallam.com/2010/10/financial-newsletters-and-empty-promises/

Jan 23 2010

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Falling Markets and Unmasking Jim Cramer

The U.S. and International markets have dropped, on average, roughly 5.5% over the past 5 days. …more info! The five day chart shows the emerging markets (EEM) accounting for countries like China, Brazil, India, Thailand, have dropped 6.5% in just 5 days.   It also shows the U.S. market, having dropped nearly 5% and the …

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Permanent link to this article: http://andrewhallam.com/2010/01/falling-markets-and-jnmasking-jim-cramer/

Oct 25 2009

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Financial planning – Whom should you trust?

Rob Carrick, a finance writer for the Globe and Mail, doesn’t seem to favour using investment advisors.  Is he right?  I don’t really know for sure.  But he answers some interesting questions here: Read the Article: Financial planning – Whom should you trust?

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Permanent link to this article: http://andrewhallam.com/2009/10/financialplanning-whom-should-you-trust/

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