In Wealth Management
- Integration of Income and Estate Tax PlanningNathan Sosner, Joseph Liberman and Steven LiuThe Journal of Wealth Management March 2021, jwm.2021.1.134; DOI: https://doi.org/10.3905/jwm.2021.1.134
- The Outlook for Endowment and Pension FundsHaim A. Mozes and John Launny SteffensThe Journal of Wealth Management March 2021, jwm.2021.1.131; DOI: https://doi.org/10.3905/jwm.2021.1.131
- The Behavior of the Various Personalities of Secondary Equity Investors: Big Five Personality ModelR. Renu Isidore and C. Joe ArunThe Journal of Wealth Management February 2021, jwm.2021.1.128; DOI: https://doi.org/10.3905/jwm.2021.1.128
- Implications of Behavioral Economics for the SEC Fiduciary Standard and the Regulatory Protection of Pension ParticipantsJohn A. TurnerThe Journal of Retirement October 2018, 6 (2) 53-60; DOI: https://doi.org/10.3905/jor.2018.6.2.053
- Increasing Investor Happiness with Holistic and Goal-Based Investment AdvicePhilippe Rohner and Matthias W. UhlThe Journal of Wealth Management January 2018, 20 (4) 22-28; DOI: https://doi.org/10.3905/jwm.2018.20.4.022
- An Integrated Model of Financial Literacy among B–School Graduates Using Fuzzy AHP and Factor AnalysisShivani Inder, Arun Aggarwal, Sahil Gupta, Sanjay Gupta and Sanjay RastogiThe Journal of Wealth Management January 2021, 23 (4) 92-110; DOI: https://doi.org/10.3905/jwm.2020.1.126
- Tax-Efficient Portfolio Transition: A Tax-Aware Relaxed-Constraint Approach to Switching Equity ManagersNathan Sosner and Stanley KrasnerThe Journal of Wealth Management January 2021, 23 (4) 31-57; DOI: https://doi.org/10.3905/jwm.2020.1.125
- Risk Tolerance, Return Expectations, and Other Factors Impacting Investment DecisionsSam Sivarajan and Oscar De BruijnThe Journal of Wealth Management January 2021, 23 (4) 10-30; DOI: https://doi.org/10.3905/jwm.2020.1.124
- How Much Is Behavioral Advice Worth?Michael M. PompianThe Journal of Wealth Management July 2019, 22 (2) 10-19; DOI: https://doi.org/10.3905/jwm.2019.1.077
- Trust within Investment Decisions and AdvicePetra Ritzer-AngererThe Journal of Wealth Management October 2019, 22 (3) 10-20; DOI: https://doi.org/10.3905/jwm.2019.1.083
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