The market for retirement financial advice
著者
書誌事項
The market for retirement financial advice
Oxford University Press, 2013
1st ed
大学図書館所蔵 全3件
  青森
  岩手
  宮城
  秋田
  山形
  福島
  茨城
  栃木
  群馬
  埼玉
  千葉
  東京
  神奈川
  新潟
  富山
  石川
  福井
  山梨
  長野
  岐阜
  静岡
  愛知
  三重
  滋賀
  京都
  大阪
  兵庫
  奈良
  和歌山
  鳥取
  島根
  岡山
  広島
  山口
  徳島
  香川
  愛媛
  高知
  福岡
  佐賀
  長崎
  熊本
  大分
  宮崎
  鹿児島
  沖縄
  韓国
  中国
  タイ
  イギリス
  ドイツ
  スイス
  フランス
  ベルギー
  オランダ
  スウェーデン
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注記
Includes bibliographical references and index
内容説明・目次
内容説明
The market for retirement financial advice has never been more important and yet more in flux. The long-term shift away from traditional defined benefit pensions toward defined contribution personal accounts requires all of us to be more sophisticated today than ever before. However, the landscape for financial advice is changing all over the world, with new rules and regulations transforming the financial advice profession.
This volume explores the market for retirement financial advice, to explain what financial advisors do and how to measure performance and impact. Who are these professionals and what standards must they abide by? How do they make money and what are their incentives? How can one protect clients from bad advice, and what is good advice? Does advice alone effect changes in personal habits? Answering these questions, along with new technology that will decrease the delivery costs of advice, will
play a transformative role in helping more households receive the quality financial advice that they need. Accordingly, this volume illuminates the market and regulatory challenges so as to enhance consumer, plan sponsor, and regulator decisions.
目次
- 1. The Market for Retirement Financial Advice: An Introduction 1
- I. WHAT DO FINANCIAL ADVISERS DO?
- 2. The Market for Financial Advisers
- 3. Explaining Risk to Clients: An Advisory Perspective
- 4. How Financial Advisers and Defined Contribution Plan Providers Educate Clients and Participants about Social Security
- 5. How Important Is Asset Allocation To Americans Financial Retirement Security?
- 6. The Evolution of Workplace Advice
- 7. The Role of Guidance in the Annuity Decision Making Process
- II. MEASURING PERFORMANCE AND IMPACT
- 8. Evaluating the Impact of Financial Planners
- 9. Asking For Help: Survey and Experimental Evidence on Financial Advice and Behavior Change
- 10. How to Make the Market for Financial Advice Work
- 11. Financial Advice: Does it Make a Difference?
- 12. When, Why, and How Do Mutual Fund Investors Use Financial Advisers?
- III. MARKET AND REGULATORY CONSIDERATIONS
- 13. Harmonizing the Regulation of Financial Advisers
- 14. Regulating Financial Planners: Assessing the Current System and Some Alternatives
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