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Financial planning: A research agenda for the next decade

  • Published:2020-06 Issue:2 Volume:3 Page:
  • ISSN:2573-8615
  • Container-title:FINANCIAL PLANNING REVIEW
  • language:en
  • Short-container-title:Financial Planning Review

Author:

Bogan Vicki L.1ORCID,Geczy Christopher C.2,Grable John E.3

Affiliation:

1. Charles H. Dyson School of Applied Economics and Management, SC Johnson College of Business, Cornell University Ithaca New York USA

2. Finance Department, The Wharton School, University of Pennsylvania, Philadelphia Pennsylvania USA

3. Department of Financial Planning, Housing and Consumer Economics, University of Georgia, Athens Georgia USA

Publisher

Wiley

Reference7 articles.

1. Personal financial planning: Origins, developments and a plan for future direction;Altfest L.;The American Economist,2004

2. The Future of Financial Planning and Counseling: An Introduction to Financial Therapy

3. Financial planning client interaction theory;Asebedo S. D.;Journal of Personal Finance,2019

4. Issues in comprehensive personal financial planning;Black K.;Financial Services Review,2002

5. PORTFOLIO SELECTION*

Cited by 5 articles. 订阅此论文施引文献 订阅此论文施引文献，注册后可以免费订阅5篇论文的施引文献，订阅后可以查看论文全部施引文献

1. Professionalisation of financial planning in Australia, Canada, and South Africa;Australian Journal of Management;2024-04-25

2. From the Executive Editor;FINANCIAL PLANNING REVIEW;2023-05-29

3. Factors Influencing Working Adults' Awareness of Individual Financial Planning;GATR Global Journal of Business Social Sciences Review;2022-09-25

4. Introduction to the Household Finance and Health Special Issue;FINANCIAL PLANNING REVIEW;2021-11-15

5. Occupational boundaries: Gender capital and career progression in the financial planning industry;FINANCIAL PLANNING REVIEW;2021-06
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