Global ETD Search
Search theses and dissertations gathered from participating repositories worldwide. Every result links back to the library that holds it. No account is needed.
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Showing 1 to 12 of 12 for “"Financial advisor"”.
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The cost and value-add of using a financial advisor
… the quantitative value of advice added by financial advisors in South Africa; where value is measured through return differentials between advised and non-advised investors. A sample of 3189 individual investors from a large South African investment manager was analysed over a period of …
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The financial planning journey: a grounded theory towards bias mitigation
… at the intersection of behavioural finance and financial planning has the potential to significantly improve the welfare of individuals through enhanced decision-making. This thesis explores the potential that financial advice may have toward debiasing investors. Debiasing investors has the …
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Millennial Attitudes Towards Financial Advisors and Emerging Investment Technologies
… differed in their desire for a traditional financial advisor as opposed to emerging investment algorithms; namely, Cluster 2 prefers the conjunction of an experienced advisor with advanced algorithms as opposed to exclusive use of either option. Further, regarding degrees of control, each …
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Under-insurance and the effect of the average clause on insurance contracts
… clause can have for an insured as well as the financial advisor of an insured in instances where an insured is not made aware that his/her insurance policy contains an averace clause. The research is conducted through the means of a literature study of the origin of the average clasue and what …
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Investor risk profiling: an enhanced behavioral finance perspective and technique for identifying client risk profiles
The ramifications of financial crises and the complex structures of financial products have enabled the hand of regulation to extend beyond the security of investors and into the suitability of the investments proposed by financial institutions and advisors. This process, assessed through a risk …
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The value of financial advice : an analysis of the investment performance of advised and non-advised individual investors
Financial advisors have long been considered a part of the financial market through the advice that they offer investors. Behavioural finance has demonstrated that individual investors do not always behave in a rational manner, unlike financial advisors who seem not be prone to the behavioural …
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Mitglieder der Generation Z als Abnehmer von Produkten des Retailbankings – eine theoretische und empirische Analyse unter besonderer Berücksichtigung von zukünftigen Hochschulabsolventen der Betriebswirtschaftslehre
… 2010) as young and partly future consumers of financial products and financialservices in German retail banking, attempts were made to give a possible prediction of future demand behaviour of this cohort. With the help of compiled theoretical and empirical research results, a more precise …
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Individual retirement savings behaviour : evidence from Malaysia
… in the unit trusts: perceived importance of financial advisor, financial risk tolerance, and perceived plan design. Financial knowledge appeared to be insignificant in influencing individuals‟ investment choice decision. Furthermore, the thesis found that religious affiliation, religious …
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The role of sense of coherence in the relationship between job insecurity and well-being of independent financial advisors working under supervision in South Africa
… job insecurity and well-being of independent financial advisers working under supervision in South Africa. The design of the survey was cross-sectional. A random sample (n = 213) was selected from independent, supervised individuals working in the financial services industry. The 12- item …
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Trust in client-service provider relationships
… contain guidance specifically related to financial services. The objectives of this study are I) to determine general differences regarding the impact of trust in a finance and insurance advice setting, ii) to determine difference of the general importance of trust towards three …
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The Rhetoric of Athenian Public Finance in Demosthenes
… underwent significant reform in the wake of the financial crisis that accompanied the Social War (357–5). Scholarly analysis of these changes, and of Athenian financial decisions in general, tends to pay little attention to the process of mass deliberation which produced them. Existing work on …
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Precision of Fairness Opinions: An Empirical Analysis
… generated valuation reports to ensure the financial adequacy of a merger. However, fairness opinions created by a well-known financial advisor are able to deliver this protection function. Researchers are debating whether fairness opinions (FOs) can have other functions as well. Legal …