Bridging the Trust Divide: The Financial Advisor-Client Relationship
When it comes to selecting a financial advisor, trust is key. Although that
might sound elementary, the results of a recent survey conducted by
Knowledge@Wharton and State Street Global Advisors (SSgA) show that
many advisors are failing to cultivate trust through careful communication
of the value of their services, sensitivity to client needs, and competence
in discussing rates and other potentially awkward topics. In fact, according
to the survey, there is a serious gap between how well clients think their
advisors are doing and the advisors' much higher opinion of their own
performance.
In this special report, Knowledge@Wharton and SSgA look at the qualities
that underlie strong advisor-client relationships. Industry experts and
Wharton faculty weigh in on how trust is eroded, how expertise, ethics
and empathy factor in, and what can be done to tackle sticky issues like
transparency in fees. The report also includes a discussion of the
SSgA-Knowledge@Wharton survey results and a follow-up focus group
on investors' attitudes about advisors.
http://knowledge.wharton.upenn.edu/weblink/329.cfm
Finance and Investment
Next Moves in a Global Economy: Podcasts from the 2007 Wharton Economic Summit
During the recent 2007 Wharton Economic Summit, Knowledge@Wharton
recorded nine podcasts with speakers and panelists at the event, whose
theme was "Next Moves in a Global Economy." The interviews are with
Jeffrey R. Lurie, owner of the�Philadelphia Eagles Football Club;
Shellye L. Archambeau, CEO of MetricStream; Ramkrishan (Remi) Hinduja,
chairman of�HTMT Global Solutions, together with Sashi P. Reddi,
CEO of Applabs Technologies; Marc Utay, managing director of Clarion
Capital Partners; Kenneth Shropshire, director of the Wharton Sports
Business Initiative; Shiv V. Khemka, vice chairman,�SUN Group; Clark
Callander, managing director of�Savvian; Amy Errett, CEO of Olivia,
William L. Mack, senior principal,�Apollo Real Estate Advisors.
http://knowledge.wharton.upenn.edu/article/1743.cfm
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