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Investor characteristics and their impact on the decision to use a robo-advisor
Oehler, Andreas; Horn, Matthias; Wendt, Stefan - In: Journal of financial services research 62 (2022) 1/2, pp. 91-125
Persistent link: https://www.econbiz.de/10013443857
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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
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Handbuch Personal Finance
Graf, Karl Herbert (contributor) - 2010
Persistent link: https://www.econbiz.de/10003838715
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Entscheidungsunterstützung für die persönliche Finanzplanung
Braun, Oliver - 2009 - 1. Aufl.
Persistent link: https://www.econbiz.de/10003885566
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Risikoprofiling für den Anleger : beste Lösung oder programmierte Falschbearatung?
Härtling, Peter - In: Risikoprofiling von Anlegern : Kundenprofile treffend …, (pp. 219-228). 2009
Persistent link: https://www.econbiz.de/10003895480
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Seven myths of financial planning and baby boomer retirement
Coughlin, Joseph F.; D'Ambrosio, Lisa A. - In: Journal of financial services marketing : JFSM 14 (2009/10) 1, pp. 83-91
Persistent link: https://www.econbiz.de/10003903430
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Financial advice and stock market participation
Georgarakos, Dimitris; Inderst, Roman - 2011
We introduce professional financial advice in households' choice to hold risky financial assets. Consistent with the predictions from a formal model, we present evidence that households' trust in financial advice only matters when their perceived own financial capability is low. Instead, for...
Persistent link: https://www.econbiz.de/10008901451
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Do contracts influence comprehensive financial advice?
Finke, Michael; Huston, Sandra; Waller, William - In: Financial services review : the journal of individual … 18 (2009) 2, pp. 177-193
Persistent link: https://www.econbiz.de/10008647754
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Expanding financial education and planning opportunities through service-learning
Palmer, Lance; Goetz, Joseph; Chatterjee, Swarn - In: Financial services review : the journal of individual … 18 (2009) 2, pp. 157-175
Persistent link: https://www.econbiz.de/10008647756
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The new financial advisor : strategies for successful family wealth management
Budge, G. Scott - 2008
Persistent link: https://www.econbiz.de/10003684238