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Financial Advisors and Their Clients : Information Search and Portfolio Choice Among Bank Customers

Berg, Nathan - 2010

average investors: their investment goals, the information sets they consider, and the factors that ultimately influence … decisions about investment products. We designed four portfolio choice tasks based on data collected directly from financial … advisors and their clients. Our subjects were actual bank customers with investment accounts at those banks containing 40 …

Persistent link: https://www.econbiz.de/10013137033

Sources of information and portfolio allocation

Shin, Su Hyun; Kim, Kyoungtae; Seay, Martin - In: Journal of economic psychology : research in economic … 76 (2020), pp. 1-21

Persistent link: https://www.econbiz.de/10012244303

Do buy-side analysts inform sell-side analyst research?

Cici, Gjergji; Shane, Philip B.; Yang, Yanhua Sunny - In: Accounting and finance 64 (2024) 1, pp. 657-691

Persistent link: https://www.econbiz.de/10014537502

How quickly do investors react to analyst reports? : Evidence from reports released outside trading hours

Miwa, Kotaro - In: Global finance journal 57 (2023), pp. 1-20

Persistent link: https://www.econbiz.de/10014479043

Can information provision and preference elicitation promote ESG investments? : evidence from a large, incentivized online experiment

Seifert, Marcel; Spitzer, Florian; Haeckl, Simone; … - In: Journal of banking and finance 161 (2024), pp. 1-33

Persistent link: https://www.econbiz.de/10015065765

Sources of investment information

1930 - Rev. ed

Persistent link: https://www.econbiz.de/10003648208

Sources of investment information

Special Libraries Association - 1930 - Rev. ed

Persistent link: https://www.econbiz.de/10013172645

Understanding investment behavior

Spencer, Carolyn - In: Emerging business theories for educators and practitioners, (pp. 2-5). 2007

Persistent link: https://www.econbiz.de/10003947088

The WACC fallacy : the real effects of using a unique discount rate

Krüger, Philipp; Landier, Augustin; Thesmar, David - In: The journal of finance : the journal of the American … 70 (2015) 3, pp. 1253-1285

Persistent link: https://www.econbiz.de/10011317837

A Study on Investment Planning and Investors Proﬁling

Dhinaiya, Govind M - 2013

An assessment of risk tolerance is one of the key elements for ﬁnancial service providers and investors. It is also crucial for ﬁnancial consultant to plan and provide best product mix to the clients according to their risk proﬁle. The purpose of this study is to determine the relationship...

Persistent link: https://www.econbiz.de/10013076194