Item Detail

Authors Matson and Burrows, both with a financial-adviser training firm, here share their keen insight into the impact technology and the age of information are having in the field of finance and how to harness successfully this opportunity for the future. The narration is brisk and lively and includes an exemplary seminar within a seminar to further whet the appetite of listeners. The traditional paradigm of financial advice regarding insurance, stocks, bonds, and mutual fund investing is undergoing significant upheaval as customers now can directly access various financial products and, if they wish, bypass intermediate financial advisers. The authors effectively integrate this technological impact with a focus on ending the vicious downward planning cycle, developing a turnkey asset-management program, and solving the investor's dilemma. This is a highly technical, very specialized work targeted to professionals in the diverse financial-services industry, rather than lay investors; highly recommended for larger public libraries. Dale Farris, Groves, TX Copyright 1998 Library Journal Reviews