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A Study on the Risk Factors involved in Investing in Equity Linked Securities (ELS) 股票挂钩证券（ELS）投资风险因素研究
FINANCIAL PLANNING REVIEW Pub Date : 2024-02-29 DOI: 10.36029/fpr.2024.02.17.1.71
Seunghee Lee
{"title":"A Study on the Risk Factors involved in Investing in Equity Linked Securities (ELS)","authors":"Seunghee Lee","doi":"10.36029/fpr.2024.02.17.1.71","DOIUrl":"https://doi.org/10.36029/fpr.2024.02.17.1.71","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"2002 15","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-02-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140416349","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Way of life: A future research agenda for how worldviews impact financial attitudes and behaviors 生活方式：世界观如何影响财务态度和行为的未来研究议程
FINANCIAL PLANNING REVIEW Pub Date : 2024-01-24 DOI: 10.1002/cfp2.1177
Shane Enete, Sean McDowell
{"title":"Way of life: A future research agenda for how worldviews impact financial attitudes and behaviors","authors":"Shane Enete,&nbsp;Sean McDowell","doi":"10.1002/cfp2.1177","DOIUrl":"10.1002/cfp2.1177","url":null,"abstract":"<p>The purpose of this paper is to provide a future research agenda to study how worldviews impact financial attitudes and behaviors. In addition, this paper will help operationalize many of the constructs associated with an individual's values and personal worldview. As a result of this research agenda, researchers and financial planners will move towards developing personal value and worldview identification tools that will help individuals more intrinsically adopt savings goals that help meet their life goals.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"7 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-01-24","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/cfp2.1177","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139599606","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Human capital and pandemic-related stimulus usage 人力资本与大流行病相关刺激措施的使用
FINANCIAL PLANNING REVIEW Pub Date : 2024-01-24 DOI: 10.1002/cfp2.1178
Sabina Pandey, Michael A. Guillemette, Sarah D. Asebedo
{"title":"Human capital and pandemic-related stimulus usage","authors":"Sabina Pandey,&nbsp;Michael A. Guillemette,&nbsp;Sarah D. Asebedo","doi":"10.1002/cfp2.1178","DOIUrl":"10.1002/cfp2.1178","url":null,"abstract":"<p>Using nationally representative data from the 2021 National Financial Capability Study (NFCS), this study investigates the association between human capital, as proxied through education and objective financial knowledge, and stimulus payment usage for spending, debt repayment, savings, and investments during the COVID-19 pandemic. The results from a sample of 23,344 observations suggest that human capital relates to differences in how people used their COVID-19 stimulus payments. In particular, the study found that human capital is associated positively with using stimulus payments to add to savings or invest in the stock market.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"7 2","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-01-24","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/cfp2.1178","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139600379","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Why do wealth advisors stay or leave their firms? 为什么财富顾问会留在或离开他们的公司？
FINANCIAL PLANNING REVIEW Pub Date : 2023-12-11 DOI: 10.1002/cfp2.1175
Mark J. Mattia, Laura Mattia, Inga Timmerman
{"title":"Why do wealth advisors stay or leave their firms?","authors":"Mark J. Mattia,&nbsp;Laura Mattia,&nbsp;Inga Timmerman","doi":"10.1002/cfp2.1175","DOIUrl":"10.1002/cfp2.1175","url":null,"abstract":"<p>We study the determinants associated with wealth advisors' consideration to leave or say at financial planning firms. Utilizing self-determination theory as the foundational theoretical framework and focusing on the psychological aspect of the decision, we develop a structural equation model that defines the factors relating to work satisfaction, affective work commitment, and turnover intention in the wealth management profession. We provide evidence for the roles played by autonomous motivation, reward, and punishment in determining job retention and affective work commitment among wealth advisors in the United States. By showing the importance of autonomous motivation on retention, we are offering the wealth management industry one extra tool to influence employee retention.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"7 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-12-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"138981406","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Professional financial advice and investor behavior during the COVID-19 pandemic COVID-19 大流行期间的专业财务咨询和投资者行为
FINANCIAL PLANNING REVIEW Pub Date : 2023-11-02 DOI: 10.1002/cfp2.1172
Zhikun Liu, Michael Finke, David Blanchett
{"title":"Professional financial advice and investor behavior during the COVID-19 pandemic","authors":"Zhikun Liu,&nbsp;Michael Finke,&nbsp;David Blanchett","doi":"10.1002/cfp2.1172","DOIUrl":"10.1002/cfp2.1172","url":null,"abstract":"<p>Employees are commonly defaulted into either a homogeneous passive investment such as a target-date fund, or into a managed account that offers personalization and access to an advisor. Higher performance among investors in target-date funds suggests a possible behavioral benefit of a passive default that requires no active monitoring by investors. Access to a human advisor and an asset allocation matched to employee risk preferences can also help investors avoid trading after a market decline. This paper explores the relationship between trading activity and advice-seeking behavior among 5 million US DC participants during the COVID-19 pandemic, comparing self-directors and target-date fund investors to those using managed accounts service. We find participants who use target-date funds are less likely to phone during a market crash. Participants in managed accounts are the least likely to trade after seeking advice. These findings are consistent with the hypothesis that passive default can improve outcomes where active choice can harm outcomes, and personalized defaults with access to advice can help participants avoid investment mistakes.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"7 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-11-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"135973349","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Personality, financial risk‐taking attitude, and older individuals' stock investment decisions 个性、财务风险承担态度和老年人的股票投资决策
FINANCIAL PLANNING REVIEW Pub Date : 2023-10-11 DOI: 10.1002/cfp2.1171
Yi Liu, Sarah Del Asebedo, Blain Pearson
{"title":"Personality, financial risk‐taking attitude, and older individuals' stock investment decisions","authors":"Yi Liu, Sarah Del Asebedo, Blain Pearson","doi":"10.1002/cfp2.1171","DOIUrl":"https://doi.org/10.1002/cfp2.1171","url":null,"abstract":"Abstract This study investigates the relationship between personality traits and older individuals' stock investment decisions using structural equation modeling. The results suggest that greater openness and extraversion are associated with a higher propensity to participate in stock investments and hold a larger proportion of stock investments relative to their other financial assets. Additionally, the findings suggest that those with greater conscientiousness and agreeableness are less likely to hold stock investments and tend to hold smaller proportions of stock investments relative to other financial assets. Last, the results indicate that those with greater openness and extraversion are more willing to take financial risks, whereas those with greater conscientiousness and agreeableness display less willingness to take financial risks.","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"78 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-10-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"136212162","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
A test of the spender‐saver perception scale 花钱-省钱感知量表的测试
FINANCIAL PLANNING REVIEW Pub Date : 2023-09-28 DOI: 10.1002/cfp2.1170
Michelle Kruger, John E. Grable
{"title":"A test of the <scp>spender‐saver</scp> perception scale","authors":"Michelle Kruger, John E. Grable","doi":"10.1002/cfp2.1170","DOIUrl":"https://doi.org/10.1002/cfp2.1170","url":null,"abstract":"Abstract The purpose of this paper is to present insights into the development, testing, and use of the Spender‐Saver Perception Scale—a scale that measures a person's perception of their romantic partner's financial behavior on a continuum from spender to saver.","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"96 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-09-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"135425271","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Racial and gender differences in financial advice seeking: Evidence from the National Financial Capability Study 寻求财务咨询的种族和性别差异：来自国家财务能力研究的证据
FINANCIAL PLANNING REVIEW Pub Date : 2023-09-28 DOI: 10.1002/cfp2.1169
Miranda Reiter, Di Qing
{"title":"Racial and gender differences in financial advice seeking: Evidence from the National Financial Capability Study","authors":"Miranda Reiter,&nbsp;Di Qing","doi":"10.1002/cfp2.1169","DOIUrl":"10.1002/cfp2.1169","url":null,"abstract":"<p>There is a growing interest to increase diversity among consumers who are seeking financial advice, but the influences of race and gender on financial advice seeking have not been widely explored in the literature. We examine the role of race and gender on financial advice seeking among U.S. households by employing a decomposition technique. The findings highlight that asking for financial advice is not determined by race or gender in and of itself, but by the racial and gender differences in the predictors associated with financial advice seeking. Black and female consumers were found to be more likely to ask for financial advice when making savings and investment decisions. The relationships between financial advice seeking and income level, employment status, education level, and subjective knowledge differed significantly for Black and White consumers. Employment status, race, and homeownership differed significantly for women and men seeking financial advice. The results show that the predictors which explain financial advice seeking may not apply in the same way to all consumers. Practitioners can use this research to refine how they market and gain a better understanding of how race and gender are associated with certain important variables that are associated with seeking financial advice.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"7 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-09-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"135425140","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Verification of the Structural Model of Financial Well-being and Related Factors: Focusing on the Role of Financial Management Skills 财务幸福感结构模型及相关因素的验证:关注财务管理技能的作用
FINANCIAL PLANNING REVIEW Pub Date : 2023-08-31 DOI: 10.36029/fpr.2023.08.16.3.145
Younju Jang, Eunmi Kim, Minjung Kim
{"title":"Verification of the Structural Model of Financial Well-being and Related Factors: Focusing on the Role of Financial Management Skills","authors":"Younju Jang, Eunmi Kim, Minjung Kim","doi":"10.36029/fpr.2023.08.16.3.145","DOIUrl":"https://doi.org/10.36029/fpr.2023.08.16.3.145","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"8 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-08-31","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"135988006","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Scale for Money Attitude of Adults: Developing and Its Applications 成人金钱态度量表的开发与应用
FINANCIAL PLANNING REVIEW Pub Date : 2023-08-31 DOI: 10.36029/fpr.2023.08.16.3.1
Jae-Kyung Choi, Se-Jeong Yang
{"title":"Scale for Money Attitude of Adults: Developing and Its Applications","authors":"Jae-Kyung Choi, Se-Jeong Yang","doi":"10.36029/fpr.2023.08.16.3.1","DOIUrl":"https://doi.org/10.36029/fpr.2023.08.16.3.1","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"147 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-08-31","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"135988009","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
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