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Case

Jenny and Andrew Pick an Advisor

By Chuck Grace / Paige Addesi / Matt Lord

Finance

The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover al

Collection: Ivey Business School (Canada)

Ref: IVEY-9B16N041-E

Format: PDF

Number of pages: 16

Publication Date: Aug 25, 2016

Language: English

Review date: Sep 6, 2021

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Description

Year: 2016

Geographic Setting: Canada

Industry Setting: Finance and Insurance;

Learning Objective

The case entitled “Jenny and Andrew Pick an Advisor” specifically addresses item 7 on the list of “common-cents” strategies: seek good advice. Good advisors help define goals, encourage saving, mitigate behavioural risk, and know how to reduce fees and ta

Jenny and Andrew Pick an Advisor

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Jenny and Andrew Pick an Advisor

What material is included in this case:

Description

Learning Objective

Jenny and Andrew Pick an Advisor

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