Financial illiteracy is widespread amongst the elderly. Financially illiterate people are more
likely to experience asset loss and outlive their savings after retirement. This paper …

Objective We reviewed the literature on four financial‐helping fields—the family resource
management content area of family life education, financial education, personal financial …

Purpose This study introduces the concept of financial advice deserts (FADs), including
financial advice received from personal financial advisors (PFAs) and Certified Financial …

This research extends previous literature on the relationship between financial literacy and
financial advice seeking in three ways:(1) we examine financial planner use specifically …

This study uses a proprietary survey of Canadians to examine factors that lead people to
seek professional financial planning help. The main hypothesis is that financial self-efficacy …

Reducing Wealth Volatility: The Value of Financial Advice as Measured by Zeta Page 1 Grable
| Chatterjee I CONTRIBUTIONS Reducing Wealth Volatility: The Value of Financial Advice as …

The authors propose three principles for evaluating the practical efficacy of machine
learning for stock selection, and they compare the performance of various models and …

• This study shows how financial advisers can add value to higher-income households by
recommending Roth conversion strategies before required minimum distributions (RMDs) …

The Value of Goals-Based Financial Planning | Financial Planning Association Skip to main
content Accessibility Main Menu Financial Planning Association Menu Practice Support Back …

Consumers apply multiple information sources when they make complicated financial
decisions. The combination of sources that consumers select, relying on themselves or …