[PDF][PDF] The value of financial advice

C Montmarquette, N Viennot-Briot - Annals of Economics and Finance, 2015 - aefweb.net
The research paper uses econometric modelling and a unique sample of Canadian
households to study if having a financial advisor contributes positively and significantly to …

The financial advice puzzle: The role of consumer heterogeneity in the advisor choice

C Amaral, C Kolsarici - Journal of Retailing and Consumer Services, 2020 - Elsevier
We investigate motivational drivers of financial advisor use, accounting for investor
heterogeneity, with the goal of helping institutions increase the use of financial advisor …

Advising the behavioral investor: lessons from the real world

GS Fisher - Investor behavior: The Psychology of financial …, 2014 - Wiley Online Library
According to behavioral finance theory, investors are not the rational actors that economic
theory describes. Rather, they are human beings whose decision making can be driven by …

Equity ETFs versus index futures: a comparison for fully funded investors

A Madhavan, U Marchioni, W Li… - The Journal of Index …, 2014 - pm-research.com
The widespread adoption of exchange traded funds (ETFs) as institutional instruments,
tighter trading spreads, and lower fees mean these investment vehicles are increasingly …

Satisfaction and Financial Predation: A Large Group Study Revealing Their Mathematical Link

O Mesly - The Journal of Wealth Management, 2013 - search.proquest.com
For several decades now, wealthy organizations and people have had the misfortune of
finding out that their pockets have been systematically and meticulously emptied by people …

Wealth maximization in the context of blind trust–A neurobiological research

O Mesly - Journal of Behavioral Finance, 2015 - Taylor & Francis
This paper reviews the paradigm of financial decision making as being oblivious to
sentiments such as blind trust. It is based on a recent neurobiological study in which …

[PDF][PDF] Literature Review on the Role of Financial Advisors in Shaping Investment Decisions

GP Pallavi, KT Dsa - 2024 - researchgate.net
Purpose: The purpose of the study, through a literature survey, is to clarify how the financial
advisor's role influences investors' investment decisions and also examine how technology …

Life-Cycle Investing and Smart Beta Strategies

B Carson, S Shores, N Nefouse - The Journal of Retirement, 2017 - jor.pm-research.com
In traditional life-cycle models, the equity-bond glide path shifts investment allocation from
riskier assets to relatively safer assets as investors approach retirement. In this article, we …

[PDF][PDF] Analyzing the Role of the Elite Public Sphere: Anglo-American and Chinese Financial Media Discourses on the Greater Bay Area

VPH WONG - 2023 - scholars.hkbu.edu.hk
While predictions that China and the United States were destined for war have so far been
proved wrong, the narrative of US-China 'decoupling'is increasing. On the one hand, on …

A Reliance on Predatory Behavior in the Context of Financial Negotiation as Soon as Given a Chance? A Three Group Cross-Sectional and Longitudinal Study on the …

O Mesly, JPL Mangin… - The Journal of Wealth …, 2012 - search.proquest.com
This article discusses the notion of perceived predation (the idea that a vis-à-vis wants us
harm, by surprise) and reveals some of the key findings following a longitudinal study …