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Playlist Finance: Careers 15 videos

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Finance: What is an Investment Adviser, and an Investment Adviser Representative?
4 Views

What is an investment advisor? Well, as a registered Shmoop advisor, we'd advise that you watch this video.

1
Finance: What's the difference between a financial advisor and a financial planner?
23 Views

What is the difference between a financial advisor and a financial planner? A financial advisor can be anyone who works in the financial industry a...

2
Finance: What Does a Financial Analyst Do?
320 Views

What does a financial analyst do? Financial analysts research the market and recommend investments. There are quite a few licenses required to be a...

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Finance: What is Acting Against Recommendations? 2 Views


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Description:

What is Acting Against Recommendations? In the financial world, if an investor is acting against recommendations, they are not listening to a recommendation made by their fund manager, financial advisor, or the individual who is handling their finances. For example, the advisor used their expertise to recommend that the investor sell shares of a failing company, and the investor thinks it will bounce back and decides not to.

Language:
English Language

Transcript

00:00

finance a la shmoop what is acting against recommendations hmm

00:08

let's say you head to the emergency room with stomach pains the doctor in charge [Man driving fast with stomach pains]

00:12

says yep you've got appendicitis but I'm brutally

00:16

tired so I recommend you go home well odds are if the doc himself had [Doctor in pain with stomach pains]

00:22

appendicitis he'd get someone to take that puppy out stat acting against

00:27

recommendations is kind of like that just in the financial world if your

00:31

broker tells you to do something he wouldn't recommend for his own [Man discussing finance with his broker]

00:35

investments well he has a duty to tell you that he wouldn't do that same thing

00:39

in his own case that usually happens when some bonehead tells a broker, hey I

00:44

want to bet my life savings on this new IPO well why would anyone act against

00:48

recommendations well in the case of the doc maybe he's so tired that he's a [Doctor holding scalpel and falls to the floor]

00:53

dangerous menace in the O.R... In the case of your broker well maybe there's

00:57

something about your specific situation that makes acting against recommendation

01:02

the way to go well as long as they tell you that it's against recommendations

01:06

well, they're legally in the cure just don't ask that broker to perform

01:10

your kidney transplant [Broker walks into office]

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