发布求助
文献互助 智能选刊 最新文献

FINANCIAL PLANNING REVIEW最新文献

筛选
英文 中文
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
From the Executive Editor 来自执行编辑
FINANCIAL PLANNING REVIEW Pub Date : 2023-11-21 DOI: 10.1002/cfp2.1176
Stephen M. Horan
{"title":"From the Executive Editor","authors":"Stephen M. Horan","doi":"10.1002/cfp2.1176","DOIUrl":"https://doi.org/10.1002/cfp2.1176","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 4","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-11-21","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143253025","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
Affect and financial satisfaction: The mediating role of financial self-efficacy 情感与财务满意度：财务自我效能感的中介作用
FINANCIAL PLANNING REVIEW Pub Date : 2023-11-20 DOI: 10.1002/cfp2.1173
Olamide Olajide, Sarah Asebedo, Todd Little
{"title":"Affect and financial satisfaction: The mediating role of financial self-efficacy","authors":"Olamide Olajide,&nbsp;Sarah Asebedo,&nbsp;Todd Little","doi":"10.1002/cfp2.1173","DOIUrl":"https://doi.org/10.1002/cfp2.1173","url":null,"abstract":"<p>Using the 2008, 2012, and 2016 waves of the Health and Retirement Study (HRS), this study employs Structural Equation Modeling (SEM) to investigate if financial self-efficacy mediates the relationship between <i>affective states</i> (e.g., state-like emotions) and financial satisfaction and if this differs for retirees and non-retirees. The results show that retirees' negative <i>affective state</i> (<i>negative affect</i>) in wave 1 (2008) is related inversely to their financial self-efficacy in wave 2 (2012), and financial self-efficacy is related positively to financial satisfaction in wave 3 (2016). The results show that <i>negative affect</i> is associated with lower financial satisfaction through financial self-efficacy as a mediating characteristic for retirees. However, for non-retirees, no statistically significant mediation relationship is found. Findings from this study contribute to the gap in understanding the lingering effects of <i>negative affect</i> on financial behavior and financial satisfaction levels of older adults. This study provides insights into how financial planning practitioners can help clients navigate <i>affective states</i> and financial self-efficacy as they work together to reach their financial goals.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 4","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-11-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143252963","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、金融冒险态度与老年人股票投资决策
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,&nbsp;Sarah Del Asebedo,&nbsp;Blain Pearson","doi":"10.1002/cfp2.1171","DOIUrl":"10.1002/cfp2.1171","url":null,"abstract":"<p>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.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 4","pages":""},"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 消费-储蓄感知量表的测试
FINANCIAL PLANNING REVIEW Pub Date : 2023-09-28 DOI: 10.1002/cfp2.1170
Michelle Kruger, John E. Grable
{"title":"A test of the spender-saver perception scale","authors":"Michelle Kruger,&nbsp;John E. Grable","doi":"10.1002/cfp2.1170","DOIUrl":"10.1002/cfp2.1170","url":null,"abstract":"<p>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.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 4","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-09-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/cfp2.1170","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"135425271","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
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
From the Executive Editor 来自执行主编
FINANCIAL PLANNING REVIEW Pub Date : 2023-08-31 DOI: 10.1002/cfp2.1168
Stephen M. Horan
{"title":"From the Executive Editor","authors":"Stephen M. Horan","doi":"10.1002/cfp2.1168","DOIUrl":"https://doi.org/10.1002/cfp2.1168","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 3","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-08-31","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"50156021","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
首页 上一页 下一页 尾页
0
×
引用
GB/T 7714-2015
复制
MLA
复制
APA
复制
导出至
BibTeX EndNote RefMan NoteFirst NoteExpress
×
提示
您的信息不完整，为了账户安全，请先补充。
现在去补充
×
提示
您因"违规操作"
具体请查看互助需知
我知道了
×
提示
现在去查看 取消
×
提示
确定
请完成安全验证×
相关产品
×
本文献相关产品
联系我们：info@booksci.cn Book学术提供免费学术资源搜索服务，方便国内外学者检索中英文文献。致力于提供最便捷和优质的服务体验。 Copyright © 2023 布克学术 All rights reserved.
京ICP备2023020795号-1
ghs 京公网安备 11010802042870号
Book学术文献互助
Book学术文献互助群
群 号：604180095
Book学术官方微信