G2TT
来源类型Report
规范类型报告
来源IDRR-1289-DOL
Do Financial Advisers Influence Savings Behavior?
Jeremy Burke; Angela A. Hung
发表日期2015-10-08
出版年2015
页码27
语种英语
结论 Do Financial Advisers Influence Savings Behavior? | RAND
摘要

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, as well as saving for long-term goals, particularly retirement. While much of the literature provides evidence that individuals who receive professional financial advice are more financially healthy than those who do not, few papers attempt to address the endogeneity concerns of reverse causation, limiting insights into whether advisers are causing improvements in their clients' savings behavior.

目录
  • Chapter One

    Introduction

  • Chapter Two

    Who Receives Advice?

  • Chapter Three

    Do Advisers Influence Clients' Savings Behaviors?

  • Chapter Four

    Other Benefits to Professional Financial Advice

  • Chapter Five

    Who Saves for Retirement?

  • Chapter Six

    Impacts of Workplace Retirement Seminars

  • Chapter Seven

    Summary

主题Banking and Financial Services ; Financial Decision Making ; Personal Savings ; Retirement and Retirement Benefits
URLhttps://www.rand.org/pubs/research_reports/RR1289.html
来源智库RAND Corporation (United States)
资源类型智库出版物
条目标识符http://119.78.100.153/handle/2XGU8XDN/522873
推荐引用方式
GB/T 7714
Jeremy Burke,Angela A. Hung. Do Financial Advisers Influence Savings Behavior?. 2015.
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