Investor decision-making and the role of the financial advisor : a behavioural finance approach / Caterina Cruciani.
By: Cruciani, Caterina [author.].
Series: Palgrave pivot: Publisher: Cham, Switzerland : Palgrave Macmillan, [2017]Description: 161 p.ISBN: 9783319682334.Subject(s): Investments -- Decision making | Investment advisorsGenre/Form: Print books. In: Springer e-books (online collection). Economics and finance. 2017Summary: This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions. Broken into three key parts, the book looks at the client, the advisor, and the relationship between thw two. Chapters review relevant theories of decision-making under risk to understand the nature of clients’ decisions. The literature on advisors’ functions and the normative landscape regulating financial advisory are also addressed. Finally, this book reviews how behavioural finance has traditionally addressed portfolio selection and explains how trust can be seen as a viable avenue to maximize advisors’ effectiveness and pursue clients’ needs. This book will be of interest to both behavioural finance scholars and practitioners interested in understanding what the future of financial advisory may have in stock.--| Current location | Call number | Status | Date due | Barcode | Item holds |
|---|---|---|---|---|---|
| On Shelf | HG4521 .C78 2017 (Browse shelf) | Available | AU00000000011066 |
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| HG4521 .B837 2013 Behavioral finance understanding the social, cognitive, and economic debates / | HG4521 .C45123 2020 Alternative investments : CAIA level I / | HG4521 .C6597 2018 The conceptual foundations of investing : a short book of need-to-know essentials / | HG4521 .C78 2017 Investor decision-making and the role of the financial advisor : a behavioural finance approach / | HG4521 .D486 2020 Investment analysis : an introduction to portfolio theory and management / | HG4521 .G665 2003 The intelligent investor / | HG4521 .G67 2017 Institutional investors in global markets / |
Includes bibliographical references and index.
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This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions. Broken into three key parts, the book looks at the client, the advisor, and the relationship between thw two. Chapters review relevant theories of decision-making under risk to understand the nature of clients’ decisions. The literature on advisors’ functions and the normative landscape regulating financial advisory are also addressed. Finally, this book reviews how behavioural finance has traditionally addressed portfolio selection and explains how trust can be seen as a viable avenue to maximize advisors’ effectiveness and pursue clients’ needs. This book will be of interest to both behavioural finance scholars and practitioners interested in understanding what the future of financial advisory may have in stock.--
Provider: SpringerLink.