This study uses the Fama-French 5-factor model to examine the risk-adjusted performances
of Socially Responsible Mutual Funds (SRMF) relative to the market over a 12-year (2005–…

This paper examines the lack of diversity in the financial planning profession by expanding
the variable focus to include both the household side (ie, consumer demand for financial …

This paper examines the risk-adjusted performance and differential fund flows for socially
responsible mutual funds (SRMF). The results show that SRMF rated high on ESG, perform …

Financial advice can be valuable during periods of economic uncertainty but measuring this
value can be difficult. Using a nationally representative dataset of US households during the …

There has been much discussion, research, and initiatives related to building the financial
planning profession by attracting and retaining talented financial planners. Surveys have …

This three-part dissertation was designed to identify relationships, if any, between the financial
decisions or situations of households and the dynamics of their decisions to obtain, retain, …

This study examines the work environment outcomes in the financial planning profession,
job‐related burnout, and work‐life balance satisfaction, using a convenience sample of survey …

Socially responsible mandated mutual funds are a popular class of funds characterized by
strategies that address sustainability, responsibility, and impact. The dramatic growth of …

This study found a robust case for promoting specific financial designations before attempting
the Certified Financial PlannerTM (CFP®) education to improve diversity in the financial …

CFP® Education is the first step towards the process of certification, and it also provides
financial planners an opportunity to build a strong theoretical and application base for a …