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We provide an informed discussion about challenges, opportunities and the future of research and practice in the field of financial planning over the next 10 years. As editors of Financial Planning Review, using a mix‐methods approach and a survey of subject‐matter expert views, we outline...
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Intro -- Client Psychology -- Contents -- Acknowledgments -- Preface -- References -- About the Contributors -- Chapter 1 Client Psychology -- References -- Chapter 2 Behavioral Finance -- What Is Behavioral Finance? -- Applications of Behavioral Finance in Understanding and Changing Clientsâ...
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