The Development of Mean–Variance-Efficient Portfolios in Japan and the United States: 25 Years After; or, What Has Driven Stock Selection Models in Japan and the …
JB Guerard - The Journal of Investing, 2017 - pm-research.com
Stock selection models have been, and can be, effectively employed in Japan to deliver
excess returns. In 1992, the initial year of this journal's publication, Guerard and Takano …
excess returns. In 1992, the initial year of this journal's publication, Guerard and Takano …
CFP board anonymous case histories: Ethical themes of compensation disclosure
DJ Sensenig, M Lurtz, M Joseph, J Harris… - Financial Planning …, 2021 - Wiley Online Library
This study analyzed the CFP® Board's anonymous case histories (ACH) for the ethical use
and misuse of compensation disclosures on the CFP Board's “Find A CFP Professional” tool …
and misuse of compensation disclosures on the CFP Board's “Find A CFP Professional” tool …
[PDF][PDF] From Financial Advisers to Well-Being Advisers
M Statman - The Journal of Wealth Management, 2023 - financialplanningassociation.org
An adviser spoke to me about well-being in the domain of finances, describing the problem
of a couple who spends everything they have today because “you never know what …
of a couple who spends everything they have today because “you never know what …
Enumerating the Value of Financial Advice in a Competitive Market–A Dual Structure Approach & Analysis
SP Fraser, BC Payne, S Schatzle - Financial Services Review, 2021 - papers.ssrn.com
This paper introduces and examines a composite, dual fee structure (CDFS) for financial
planners that helps quantify the value of financial advice. Our structure specifically separates …
planners that helps quantify the value of financial advice. Our structure specifically separates …