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In Wealth Management

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  • Integration of Income and Estate Tax Planning
    Nathan Sosner, Joseph Liberman and Steven Liu
    The 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 Funds
    Haim A. Mozes and John Launny Steffens
    The 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 Model
    R. Renu Isidore and C. Joe Arun
    The 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 Participants
    John A. Turner
    The 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 Advice
    Philippe Rohner and Matthias W. Uhl
    The 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 Analysis
    Shivani Inder, Arun Aggarwal, Sahil Gupta, Sanjay Gupta and Sanjay Rastogi
    The 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 Managers
    Nathan Sosner and Stanley Krasner
    The 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 Decisions
    Sam Sivarajan and Oscar De Bruijn
    The 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. Pompian
    The 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 Advice
    Petra Ritzer-Angerer
    The Journal of Wealth Management October 2019, 22 (3) 10-20; DOI: https://doi.org/10.3905/jwm.2019.1.083

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