13 November 2012

How Do You Choose a Broker? (Video)

Posted In: Economics

One of the more important drivers of success in investing can be the partners that you choose to help implement your investment plan. It this light, it can be very important to pick the right broker. Vahan Janjigian, one of the co-authors of the Forbes/CFA Institute Investment Course, explains how you should think about the problem of selecting a broker and gives some helpful suggestions in the video below.

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About the Author(s)

Robert Stammers, CFA

Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.