How to strengthen the client relationship through a behavioral finance frame This is an Individual Research Paper:
Question:
How to strengthen the client relationship through a behavioral finance frame" This is an Individual Research Paper: APA 7 Referencing, including in body citation's. The paper will have an Introduction- executive summary including a thesis statement, Body addressing all questions as detailed, and a summary conclusion. The paper will examine the following topics:
1. Describe the key assumptions surrounding behavioral finance, active asset management and adaptive market theory. Which asset management methodology makes the most sense from an advisor- client perspective and why?
2. Explore the impact of randomness & chaos theory in relation to portfolio management and behavioral finance best practices. How would an advisor or client optimize their investment approach? Readings by Nassim Taleb, James Gleick, Benot Mandelbrot, Richard Thaler, & Andrew Lo. 3. If you had $10,000,000 to Invest and you could only invest in one asset class what would it be and why?
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill