Do financial advisers influence savings behavior? /

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"Financial advisers can play an important role with helping individuals make better financial decisions and improving their financial situations. In this report, the authors review evidence from the research literature about whether working with an adviser improves savings behavior, in general,...

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Détails bibliographiques
Cote:Libro Electrónico
Auteurs principaux: Burke, Jeremy, 1979-, Hung, Angela A. (Auteur)
Format: Électronique eBook
Langue:Inglés
Publié: Santa Monica, Calif. : Rand Corporation, [2015]
Collection:Research report (Rand Corporation) ; RR-1289-DOL.
Sujets:
Saving and investment.
Finance, Personal.
Financial literacy.
Investment advisors.
Culture financière.
Conseillers en placements.
investment counsels.
BUSINESS & ECONOMICS > General.
Finance, Personal
Financial literacy
Investment advisors
Saving and investment
Accès en ligne:Texto completo
Table des matières:
  • Preface
  • 1. Introduction
  • 2. Who receives advice?
  • 3. Do advisers influence clients' savings behaviors?
  • 4. Other benefits to professional financial advice
  • 5. Who saves for retirement?
  • 6. Impacts of workplace retirement seminars
  • 7. Summary
  • References.

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