Auflistung nach Schlagwort "financial advice"

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    • Client Involvement in Expert Advice: Antibiotics in Finance? 

      Hackethal, Andreas; Laudenbach, Christine; Meyer, Steffen; Weber, Annika (2018-07-23)
      We use minutes from 17,000 financial advisory sessions and corresponding client portfolio data to study how client involvement affects advisor recommendations and portfolio outcomes. We find that advisors confronted with ...

    • FiFo 

      Unbekannter Autor
      Administrative data: The data comprises the administrative bank records of more than 100.000 clients of a major German private bank from 2010 to 2019. The data comprises the clients’ full history of holdings and transactions ...