In Wealth Management
- Practical Applications of How Much Is Behavioral Advice Worth?Michael PompianPractical Applications July 2020, 8 (1) 1-6; DOI: https://doi.org/10.3905/pa.8.1.381
- Practical Applications of Addressing the Retirement Savings Crisis in the United States: The Role of Employer-Provided Financial EducationBarbara A. Smith and Courtney AdamsPractical Applications April 2017, 4 (4) 1-4; DOI: https://doi.org/10.3905/pa.2017.4.4.215
- Integration of Income and Estate Tax PlanningNathan Sosner, Joseph Liberman and Steven LiuThe Journal of Wealth Management April 2021, 24 (1) 78-104; 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 April 2021, 24 (1) 120-131; 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 April 2021, 24 (1) 55-77; DOI: https://doi.org/10.3905/jwm.2021.1.128
- 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
- The Life Journey of Wealthy Women: Evolving Experiences Around Money, Work, Family, and Life Choices of Ultrawealthy WomenFredda Herz Brown and Dennis T. JaffeThe Journal of Wealth Management October 2020, 23 (3) 8-27; DOI: https://doi.org/10.3905/jwm.2020.1.113
- Psychological Antecedents of Financial Risk ToleranceHeena Thanki, Anushree Karani and Anil Kumar GoyalThe Journal of Wealth Management July 2020, 23 (2) 36-51; DOI: https://doi.org/10.3905/jwm.2020.1.111
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