Search Results - subject:"Financial advisor"

The influence of three digital divide levels on financial advisor demand and engagement among Chinese residents : an investigation based on China

Li, Peng; Li, Qinghai; Li, Xing - In: Journal of innovation & knowledge : JIK 9 (2024) 2, pp. 1-13

In the era of advancing digital transformation, the impact of the digital divide on residents' financial behavior has garnered considerable attention, yet there exists a gap in understanding its implications for financial advisors. Employing the analytical framework of "access gap-usage...

Persistent link: https://www.econbiz.de/10014581329

Impact of the financial advisor on clients' financial outcomes : an integrative model

Pilote, Pierre-Etienne; Boulianne, Emilio; Magnan, Michel - In: Financial services review 32 (2024) 3, pp. 32-67

A financial advisor may either act as a consultant or may be delegated the entire financial advising process. In both … services provided by the financial advisor. …

Persistent link: https://www.econbiz.de/10015077526

Can rainmakers justify their pay? : the role of investment banks in REIT M&As

Zhang, Weiwei; Sun, Tiezhu; Goh, Patrick Han Lin; Wang, … - In: International journal of strategic property management 25 (2021) 4, pp. 254-266

Persistent link: https://www.econbiz.de/10013415343

Financialization of the economy and the need for personal finance advisory services

Waliszewski, Krzysztof - In: e-Finanse: Financial Internet Quarterly 12 (2016) 2, pp. 13-23

institutions and financial markets offering more complex financial solutions and the consumer may be a financial advisor who can …

Persistent link: https://www.econbiz.de/10012011862

Planowanie finansow osobistych (zarzadzanie finansami osobistymi) z udzialem doradcow finansowych – znaczenie dla gospodarstw domowych i gospodarki . (Personal financial planning (personal financial management) with the participation of financial advisers – significance for households and the economy.)

Waliszewski, Krzysztof - In: Problemy Zarzadzania 12 (2014) 48, pp. 204-221

new profession among financial professions in Poland – a personal financial advisor. It also shows the relationship …

Persistent link: https://www.econbiz.de/10011272560

ТЕНДЕНЦИИРАЗВИТИЯ ДЕЯТЕЛЬНОСТИ НЕЗАВИСИМЫХ ФИНАНСОВЫХ СОВЕТНИКОВ В США. РЕЦЕНЗИЯ НА КНИГУ: BUDGE G.S. THE NEW FINANCIAL ADVISOR: STRATEGIESFOR SUCCESSFULFAMILY WEALTHMANAGEMENTN.Y....

ЮРЬЕВНА, ОСИПОВА ТАТЬЯНА - In: Проблемы учета и финансов (2013) 3, pp. 12-18

Даны структура книги, предисловие, введение, отражены основные принципиальные идеи автора относительно современной роли независимых финансовых консультантов...

Persistent link: https://www.econbiz.de/10011230859

КОРПОРАТИВНЫЙ ФИНАНСОВЫЙ КОНСУЛЬТАНТ ВТОРОЙ ПОЛЮС ФИНАНСОВОГО КОНСУЛЬТАНТА ДЛЯ ДОМАШНИХ ХОЗЯЙСТВ

АНДРЕЕВИЧ, АЛЕКСЕЕВСКИЙ … - In: Проблемы учета и финансов (2013) 3, pp. 19-24

Предпринимается попытка дать определение такому понятию, как «корпоративный финансовый консультант», который, являясь специалистом в сфере финансового...

Persistent link: https://www.econbiz.de/10011230957

To fee or not to fee: pricing models in financial counselling

Nicolini, Gianni; Mazzoli, Camilla - In: BANCARIA 01 (2010) January

The subject of financial advice on investment services is the focus of the debate related to the legal transposition of MiFid.An empirical research on the Italian market will show the logic of the advisory pricing models and the differences between the models adopted in Usa, Uk and Australia....

Persistent link: https://www.econbiz.de/10008583510

Indicators for sales success of a personal financial advisor in the bancassurance environment

Van der Merwe, Pieter Retief - 2009

-predicting factors for a Personal Financial Advisor in a South African Bancassurance operation. The research was done by means of a …

Persistent link: https://www.econbiz.de/10009457836