المؤلفون: Garrett, Daniel G¹ (AUTHOR) danielgg@wharton.upenn.edu

المصدر: Review of Financial Studies. Dec2024, Vol. 37 Issue 12, p3835-3876. 42p.

مصطلحات موضوعية: *INVESTMENT advisors, *CONFLICT of interests, *BUSINESS ethics, *MUNICIPAL bonds, *BOND market, DODD-Frank Wall Street Reform & Consumer Protection Act

المؤلفون: Elitzur, Ramy¹ (AUTHOR) ramy.elitzur@rotman.utoronto.ca, Yaari, Varda² (AUTHOR)

المصدر: Journal of Accounting, Auditing & Finance. Jan2024, Vol. 39 Issue 1, p160-180. 21p.

مصطلحات موضوعية: *NEGOTIATION, *INVESTMENT advisors, *TAX consultants

المؤلفون: He, Lin¹ (AUTHOR), Liang, Zongxia² (AUTHOR), Ren, Zhaojie² (AUTHOR) rzj20@mails.tsinghua.edu.cn

المصدر: Scandinavian Actuarial Journal. Feb2025, Vol. 2025 Issue 1, p79-116. 38p.

مصطلحات موضوعية: *INVESTMENT advisors, *ANNUITIES, *COMMINGLED funds (Mutual funds), *NASH equilibrium, *COST control, *INVESTMENT policy

المصدر: Journal of Financial Planning. Jan2025, Vol. 38 Issue 1, p24-27. 4p.

مصطلحات موضوعية: *INVESTMENT advisors, *FINANCIAL planners, *ESTATE planning, *VOCATIONAL guidance, *FINANCIAL literacy

الشركة/الكيان: FINANCIAL Planning Association 006326594

المؤلفون: Brown, Rob¹ (AUTHOR) rob.brown@julexcapital.com

المصدر: Journal of Wealth Management. Winter2024, Vol. 27 Issue 3, p28-47. 20p.

مصطلحات موضوعية: *INVESTMENT advisors, *INSTITUTIONAL investments, *FIDUCIARY responsibility, *BONDS (Finance), *ECONOMIC structure

المصدر: Principal Financial Group Inc. SWOT Analysis. 11/26/2024, p1-7. 7p.

مصطلحات موضوعية: *INVESTMENT advisors, *FINANCIAL services industry

الشركة/الكيان: PRINCIPAL Financial Group Inc. 791312069 PFG

المصدر: Brown Advisory Inc. MarketLine Company Profile. 10/22/2024, p1-19. 19p.

مصطلحات موضوعية: *INVESTMENT advisors, *BUSINESS consultants

مصطلحات جغرافية: BALTIMORE (Md.)

الشركة/الكيان: BROWN Advisory Inc.

المصدر: Apollo Global Management Inc. MarketLine Company Profile. 10/28/2024, p1-118. 118p.

مصطلحات موضوعية: *INVESTMENT advisors

مصطلحات جغرافية: NEW York (N.Y.)

الشركة/الكيان: APOLLO Global Management Inc.

المصدر: Fortress Investment Group LLC MarketLine Company Profile. 10/9/2024, p1-27. 27p.

مصطلحات موضوعية: *INVESTMENT advisors

مصطلحات جغرافية: UNITED States

الشركة/الكيان: FORTRESS Investment Group LLC 016141967 FIG

المصدر: Guoco Group Limited MarketLine Company Profile. 10/17/2024, p1-22. 22p.

مصطلحات موضوعية: *INVESTMENT advisors, *FINANCIAL services industry

مصطلحات جغرافية: CHINA

الشركة/الكيان: GUOCO Group Ltd.

المصدر: Caisse de Depot et Placement du Quebec SWOT Analysis. 9/26/2024, p1-6. 6p.

مصطلحات موضوعية: *INVESTMENT advisors, *SWOT analysis

مصطلحات جغرافية: QUEBEC (Quebec)

الشركة/الكيان: CAISSE de depot et placement du Quebec (Company)

المصدر: Washington H Soul Pattinson & Co. Ltd. Company Profile. 11/5/2024, p1-21. 21p.

مصطلحات موضوعية: *INVESTMENT advisors

مصطلحات جغرافية: SYDNEY (N.S.W.)

الشركة/الكيان: WASHINGTON H Soul Pattinson & Co. Ltd.

المصدر: Bintai Kinden Corporation Berhad MarketLine Company Profile. 11/26/2024, p1-19. 19p.

مصطلحات موضوعية: *INVESTMENT advisors

مصطلحات جغرافية: MALAYSIA

الشركة/الكيان: BINTAI Kinden Corp. Bhd

المؤلفون: Iyer, Subramanian R.¹ (AUTHOR) sriyer@unm.edu, Palmon, Oded² (AUTHOR) palmon@business.rutgers.edu, Sankaran, Harikumar³ (AUTHOR) sankaran@nmsu.edu

المصدر: Journal of Financial & Quantitative Analysis. Nov2023, Vol. 58 Issue 7, p3121-3152. 32p.

مصطلحات موضوعية: *EXECUTIVE compensation, *PROXY advisors, *BENCHMARKING (Management), *CHIEF executive officers

الشركة/الكيان: INSTITUTIONAL Shareholder Services Inc.

المؤلفون: KLEBNIKOV, SERGEI, TUCKER, HANK, BAMBYSHEVA, NINA, RESEARCH, SHOOK

المصدر: Forbes. Feb/Mar2024, Vol. 207 Issue 1, p59-64. 4p. 3 Cartoon or Caricatures.

مصطلحات موضوعية: *WOMEN investment advisors

People: O'CALLAGHAN, Colleen, YOUNG, Cheryl

المؤلفون: Bouw, Brenda

المصدر: Corporate Knights. Winter2025, Vol. 24 Issue 1, p46-51. 6p.

مصطلحات موضوعية: *MUTUAL funds, *INVESTMENT advisors, *STOCK funds, *INVESTORS, *NASDAQ 100 index

المؤلفون: DELPORTE, CHRISTOPHER

المصدر: ABA Banking Journal. Jan/Feb2025, Vol. 117 Issue 1, p18-21. 4p.

مصطلحات موضوعية: *INVESTMENT advisors, *CONSULTING firms, *FINANCIAL planners, QUALITY of life, YOUNG adults

المؤلفون: Cooper, Nancy (AUTHOR)

المصدر: Newsweek Global. 1/24/2025, Vol. 184 Issue 2, p34-49. 16p. 14 Color Photographs.

مصطلحات موضوعية: *CREDIT unions, *INVESTMENT advisors, *COOPERATIVE banking industry, *REGIONAL banks, *SAVINGS & loan associations, BEACHES

المؤلفون: Cooper, Nancy

المصدر: Newsweek Global. 12/6/2024, Vol. 183 Issue 18, p40-55. 16p. 13 Color Photographs, 1 Black and White Photograph, 1 Chart.

مصطلحات موضوعية: *BABY boom generation, *INVESTMENT advisors, *INDUSTRIAL management, *BUSINESS enterprises

مصطلحات جغرافية: AMERICA

المؤلفون: Moustakerski, Peter¹

المصدر: Trusts & Estates. Jan2025, Vol. 164 Issue 1, p28-33. 6p.

مصطلحات موضوعية: *FAMILY offices (Investment advisors), *EXECUTIVES, *OFFICES, *BUSINESS success, FAMILIES