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Investor Education: What’s Broken and How to Fix It

Charlotte B Beyer
The Journal of Wealth Management Summer 2010, 13 (1) 11-15; DOI: https://doi.org/10.3905/JWM.2010.13.1.011
Charlotte B Beyer
is founder and CEO of the Institute for Private Investors in New York, NY.
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  • For correspondence: charlottebeyer@memberlink.net
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Abstract

In this article, the author argues that the traditional approach to investor education has failed and that radical reform is needed. After observing how one group of investors learned far more in experiential settings, the author submits that these investors might be convincing proof that experiential investor education is superior. Signaling good news for the investment advisory industry, the hiring, use, and retention of advisors by these same better-educated investors is stable. This group also expressed positive views of how well served they are by the industry overall. While the ultra-wealthy arguably might have easier access to superior advisors, the author believes that overhauling investor education will benefit all investors, not just the wealthiest.

TOPIC: Wealth management

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The Journal of Wealth Management: 13 (1)
The Journal of Wealth Management
Vol. 13, Issue 1
Summer 2010
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Investor Education: What’s Broken and How to Fix It
Charlotte B Beyer
The Journal of Wealth Management Apr 2010, 13 (1) 11-15; DOI: 10.3905/JWM.2010.13.1.011

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Investor Education: What’s Broken and How to Fix It
Charlotte B Beyer
The Journal of Wealth Management Apr 2010, 13 (1) 11-15; DOI: 10.3905/JWM.2010.13.1.011
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  • Article
    • Abstract
    • A SHORT HISTORY OF INVESTOR EDUCATION
    • ON-THE-JOB TRAINING COMES TOO LATE FOR HIGH-NET-WORTH INVESTORS
    • 2008—TILT—GAME OVER!@#!
    • PEER-TO-PEER LEARNING CAN BE PERILOUS
    • WHOSE EXPERIENCE IS THIS ANYWAY?
    • LEARNING BY DOING
    • LEARNING OBJECTIVES MUST BE MEASURABLE
    • MAINTAINING THE BALANCE OF POWER
    • ULTIMATE PURPOSE OF EDUCATION—A VERY DIFFERENT BODY OF KNOWLEDGE!
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