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 11 of 11 for “"Financial planners"”.
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Money Arguments: The cause, the fix, and the role of the Financial Planner
There is much research within the field of financial conflict between couples; the available research conducted is as a result of the severity of such differences, which oftentimes result in irreconcilable arguments pertaining to money – and in some cases lead to the separation of couples as well …
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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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Exploring credit card behaviors of millennials in the United States
… this study provides important insights for financial planners to determine why certain demographic characteristics and other factors cause Millennials to treat credit differently than previous generations. This information will allow financial planners to target needs that are specific to …
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SUCCESS within the financial planning profession
Studies discussing success within financial planning have been open to definitional interpretation and without regard to both the objective and subjective elements of success. Empirical studies considering client management, client demographic, personal, job, and business practices have been …
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Professionalism and ethics in financial planning
Financial planning advice is becoming increasingly relevant to the economic objectives of Australians. However, the evidence suggests there are numerous ethical risks related to the provision of that advice and other factors that may be influencing the ethical decision making of financial planners …
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The formative evaluation of a retirement simulation game
… input as did organizers at two companies. Four financial planners and the Director of the Dobson Centre evaluated the simulation game. The results showed that the simulation game enabled the participants to take stock of how well prepared they were for retirement. In many cases, participants …
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A comparison of household saving motives between Chinese and Americans
… than in the United States. Policy makers and financial planners can use the findings to target particular population who are less motivated to save, and to help them realize the importance of saving and conduct necessary saving behaviors.
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The retirement planning process of African-American female, leading-edge baby boomers
… downsizings, eroding purchasing power, lack of financial management skills, and fluctuating income. There is a growing concern that boomers will not do well financially in retirement. The purpose of this study is to better understand the retirement planning process of eight AAFLEBBs. Also, this …
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Leveraging business Intelligence and analytics to improve decision-making and organisational success
… in Cluster 6 which comprises of IT experts and financial planners. Adequate training, coupled with structures encouraging usage of Business Intelligence and Analytics (BI&A), result in higher organisational success. This is because BI&A technology is in sync with the tasks it is being used for …
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Perceptions of financial counselling in Western Australia
The development of financial counselling in Australia during the past decade has been complex and fragmented. Financial counselling and rural counselling services within Western Australia are funded from a range of government, non-government and church based groups. This has contributed to problems …