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Advanced Search Results For "INVESTMENT advisors"

1 - 10 of 130,710 results for
 "INVESTMENT advisors"
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Perceptions of Financial Advisors Regarding Factors That Affect the Development of Planning and Client Communication Techniques in Practice.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Sep2022, Vol. 76 Issue 5, p68-84. 17p.

Abstract: Like many professions, financial advisors develop their planning and communication techniques in education and practice. This article seeks to provide insight about the development of financial advisors early in their career. Four beginning financial a...

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Mutual fund manager turnover: an empirical investigation of performance.

Publication Type: Academic Journal

Source(s): International Journal of Managerial Finance. 2022, Vol. 18 Issue 5, p869-887. 19p.

Abstract: Purpose: When a fund manager leaves, the investment strategy of the fund changes or remains the same. The departing fund manager's resignation is either forced or voluntary. The study investigates the relationship between the portfolio manager's transi...

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Investor sentiment and mutual fund stock picking.

Publication Type: Academic Journal

Source(s): Applied Economics Letters. Oct2022, Vol. 29 Issue 17, p1620-1625. 6p.

Abstract: The active share of mutual funds drops significantly when investor sentiment is high, indicating that fund managers reduce their active stock selection and stay closer to their benchmarks during such periods. Our evidence is consistent with fund manage...

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The Golden Mean: The Risk‐Mitigating Effect of Combining Tournament Rewards with High‐Powered Incentives.

Publication Type: Academic Journal

Source(s): Journal of Finance (John Wiley & Sons, Inc.). Oct2022, Vol. 77 Issue 5, p2907-2947. 41p.

Abstract: The rewards received by financial managers depend on both relative performance (e.g., fund inflows based on fund rankings, promotions based on peer comparisons) and absolute performance (e.g., bonus payments for meeting accounting targets, hedge‐fund i...

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Man vs machine: how artificial intelligence in banking influences consumer belief in financial advice.

Publication Type: Academic Journal

Source(s): International Journal of Bank Marketing. 2022, Vol. 40 Issue 6, p1182-1199. 18p.

Abstract: Purpose: This research set out to examine how financial advice provided by a human advisor (vs robo-advisor) influences investment intentions in a retail banking context. Design/methodology/approach: In two experiments, between-subjects experimental de...

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Company visits and mutual fund performance: new evidence on managerial skills.

Publication Type: Academic Journal

Source(s): Journal of Asset Management. Oct2022, Vol. 23 Issue 6, p504-521. 18p.

Abstract: This study shows that the use of private information obtained during company visits is related to managerial skills. We construct a novel measure of a mutual fund's capability of using such private information by considering the overlap between its sto...

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PERFORMANCE MEASUREMENT OF BANK-SPONSORED FUNDS: A CONVENTIONAL APPROACH.

Publication Type: Academic Journal

Source(s): Journal of Commerce & Accounting Research. 2022, Vol. 11 Issue 4, p74-88. 15p.

Abstract: The paper studies the performance of selected public sector bank-sponsored mutual funds in India using conventional measures. The data for the study has been captured from two leading public sector bank-sponsored fund houses, namely SBI Fund Management...

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'Smart' copycat mutual funds: on the performance of partial imitation strategies.

Publication Type: Academic Journal

Source(s): Financial Innovation. 10/27/2022, Vol. 8 Issue 1, p1-31. 31p.

Authors:

Abstract: Using a novel measure of stock-level trade imitation, we uncover 'smart' copycats: fund managers that use their own information when beneficial, and otherwise imitate other managers' better trades. Contrary to previous research, we find that these part...

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Fund manager skill: selling matters more!

Publication Type: Academic Journal

Source(s): Review of Quantitative Finance & Accounting. Oct2022, Vol. 59 Issue 3, p969-994. 26p.

Abstract: We examine whether mutual fund managers have differential skill in the buy and sell domains. Although they have characteristic-timing ability in aggregate, we show they exhibit asymmetric ability when buying and selling. Our key finding is that fund ma...

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Barnes Reports: Investment Advice Industry (NAICS 52393).

Source(s): United States Investment Advice Industry Report. 2023, p1-184. 184p.

Abstract: An industry report of the Investment Advice industry in the U.S. is presented from Barnes Reports, with topics including a chart showing industry establishments, sales and employment trends; a chart showing establishment, firms and payroll, and a chart...

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