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Financial services advisory : individualisation and the role of customer data
Kaiser, Marcus - 2009
Persistent link: https://www.econbiz.de/10003815788
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New strategies for financial services firms : the life-cycle-solution approach ; with 10 tables
Kundisch, Dennis - 2003
Persistent link: https://www.econbiz.de/10001754394
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Financial overconfidence, promotion of financial advice, and aging
García Martínez, Jesús María; Gómez, Yolanda; … - In: Journal of business research : JBR 145 (2022), pp. 325-333
Persistent link: https://www.econbiz.de/10013197907
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Financial advice : who exactly follows it?
Gavish, Liron Reiter; Qadan, Mahmoud; Yagil, Joseph - In: Research in economics : an international review of economics 75 (2021) 3, pp. 244-258
Persistent link: https://www.econbiz.de/10013202741
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You might not get what you need : the discrepancy between financial advice and commissions in Germany
Mietzner, Mark; Molterer, Manuel - In: Economics letters 162 (2018), pp. 167-170
Persistent link: https://www.econbiz.de/10011939828
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Rechtshandbuch Robo Advice : automatisierte Finanz- und Versicherungsdienste
Linardatos, Dimitrios; Bienemann, Linda; Buiten, Miriam; … - 2020
Persistent link: https://www.econbiz.de/10012534697
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What renders financial advisors less treacherous? : on commissions and reciprocity
Angelova, Vera - 2016
An advisor is supposed to recommend a financial product in the best interest of her client. However, the best product for the client may not always be the product yielding the highest commission to the advisor. Do advisors nevertheless provide truthful advice? If not, will a voluntary or...
Persistent link: https://www.econbiz.de/10011530061
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The value of personal professional financial advice to clients : a systematic quantitative literature review
MacDonald, Kirsten L.; Loy, Ellana; Brimble, Mark; … - In: Accounting and finance 63 (2023) 4, pp. 4399-4429
Persistent link: https://www.econbiz.de/10014477117
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How prepared is the retirement industry for meeting the needs of retiring American workers?
Meredith, Betty; Salter, John R. - In: Financial services review : the journal of individual … 17 (2008) 2, pp. 87-103
Persistent link: https://www.econbiz.de/10003756660
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A new model for retirement education and counseling
Willett, Mary - In: Financial services review : the journal of individual … 17 (2008) 2, pp. 105-130
Persistent link: https://www.econbiz.de/10003756662