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You searched for subject:(financial advice). Showing records 1 – 18 of 18 total matches.

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Queensland University of Technology

1. Nguyen, Thi My Linh. The influence of financial risk tolerance and risk perception on individual investment decision-making in a financial advice context.

Degree: 2015, Queensland University of Technology

 The aim of this thesis is to examine how risk tolerance and risk perception, two important but often misunderstood constructs, jointly influence client investment decisions… (more)

Subjects/Keywords: Financial Risk Tolerance; Financial Risk Perception; Individual Investment Decisions; Financial Advice Context; Influence

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APA (6th Edition):

Nguyen, T. M. L. (2015). The influence of financial risk tolerance and risk perception on individual investment decision-making in a financial advice context. (Thesis). Queensland University of Technology. Retrieved from https://eprints.qut.edu.au/84745/

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Nguyen, Thi My Linh. “The influence of financial risk tolerance and risk perception on individual investment decision-making in a financial advice context.” 2015. Thesis, Queensland University of Technology. Accessed October 22, 2019. https://eprints.qut.edu.au/84745/.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Nguyen, Thi My Linh. “The influence of financial risk tolerance and risk perception on individual investment decision-making in a financial advice context.” 2015. Web. 22 Oct 2019.

Vancouver:

Nguyen TML. The influence of financial risk tolerance and risk perception on individual investment decision-making in a financial advice context. [Internet] [Thesis]. Queensland University of Technology; 2015. [cited 2019 Oct 22]. Available from: https://eprints.qut.edu.au/84745/.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Nguyen TML. The influence of financial risk tolerance and risk perception on individual investment decision-making in a financial advice context. [Thesis]. Queensland University of Technology; 2015. Available from: https://eprints.qut.edu.au/84745/

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


University of Georgia

2. Sunder, Aman. Three essays on the comparison of financial advice from different types of advisors while recovering from the Great Recession.

Degree: PhD, Family and Consumer Sciences Education, 2017, University of Georgia

 This three-part dissertation was designed to identify relationships, if any, between the financial decisions or situations of households and the dynamics of their decisions to… (more)

Subjects/Keywords: Financial Advice; Investment Advice; Great Recession; Behavioral Finance; Survey of Consumer Finances; Financial Planning; Directly-Held Equity; Retirement Equity

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APA (6th Edition):

Sunder, A. (2017). Three essays on the comparison of financial advice from different types of advisors while recovering from the Great Recession. (Doctoral Dissertation). University of Georgia. Retrieved from http://hdl.handle.net/10724/37931

Chicago Manual of Style (16th Edition):

Sunder, Aman. “Three essays on the comparison of financial advice from different types of advisors while recovering from the Great Recession.” 2017. Doctoral Dissertation, University of Georgia. Accessed October 22, 2019. http://hdl.handle.net/10724/37931.

MLA Handbook (7th Edition):

Sunder, Aman. “Three essays on the comparison of financial advice from different types of advisors while recovering from the Great Recession.” 2017. Web. 22 Oct 2019.

Vancouver:

Sunder A. Three essays on the comparison of financial advice from different types of advisors while recovering from the Great Recession. [Internet] [Doctoral dissertation]. University of Georgia; 2017. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/10724/37931.

Council of Science Editors:

Sunder A. Three essays on the comparison of financial advice from different types of advisors while recovering from the Great Recession. [Doctoral Dissertation]. University of Georgia; 2017. Available from: http://hdl.handle.net/10724/37931

3. Hansel, John. Private Beliefs of America's Financial Analysts – 1953.

Degree: 1954, North Texas State College

This study will furnish the reader with general and specific investment advice as taken from questionnaires sent to a group of men who specialize in giving investment and financial advice  – financial analysts. Advisors/Committee Members: Rooney, Martin E., Littlefield, C. L. (Cleatice Louis).

Subjects/Keywords: financial analysts; investment advice; financial advice; Investments.; Finance, Personal.

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APA (6th Edition):

Hansel, J. (1954). Private Beliefs of America's Financial Analysts – 1953. (Thesis). North Texas State College. Retrieved from https://digital.library.unt.edu/ark:/67531/metadc130368/

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Hansel, John. “Private Beliefs of America's Financial Analysts – 1953.” 1954. Thesis, North Texas State College. Accessed October 22, 2019. https://digital.library.unt.edu/ark:/67531/metadc130368/.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Hansel, John. “Private Beliefs of America's Financial Analysts – 1953.” 1954. Web. 22 Oct 2019.

Vancouver:

Hansel J. Private Beliefs of America's Financial Analysts – 1953. [Internet] [Thesis]. North Texas State College; 1954. [cited 2019 Oct 22]. Available from: https://digital.library.unt.edu/ark:/67531/metadc130368/.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Hansel J. Private Beliefs of America's Financial Analysts – 1953. [Thesis]. North Texas State College; 1954. Available from: https://digital.library.unt.edu/ark:/67531/metadc130368/

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


ETH Zürich

4. Gottschalk, Felix Christian Herbert. Essays on Credence Goods Markets with Applications to Health Care and Financial Advice.

Degree: 2017, ETH Zürich

 This thesis analyses problems in credence goods markets with respect to their extent, their determinants and possible solutions to them. When purchasing credence goods, consumers… (more)

Subjects/Keywords: Credence Goods; FINANCIAL MARKETS; HEALTH ECONOMY + HEALTH COSTS; Health economics; Financial advice; Asymmetric information

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APA (6th Edition):

Gottschalk, F. C. H. (2017). Essays on Credence Goods Markets with Applications to Health Care and Financial Advice. (Doctoral Dissertation). ETH Zürich. Retrieved from http://hdl.handle.net/20.500.11850/235915

Chicago Manual of Style (16th Edition):

Gottschalk, Felix Christian Herbert. “Essays on Credence Goods Markets with Applications to Health Care and Financial Advice.” 2017. Doctoral Dissertation, ETH Zürich. Accessed October 22, 2019. http://hdl.handle.net/20.500.11850/235915.

MLA Handbook (7th Edition):

Gottschalk, Felix Christian Herbert. “Essays on Credence Goods Markets with Applications to Health Care and Financial Advice.” 2017. Web. 22 Oct 2019.

Vancouver:

Gottschalk FCH. Essays on Credence Goods Markets with Applications to Health Care and Financial Advice. [Internet] [Doctoral dissertation]. ETH Zürich; 2017. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/20.500.11850/235915.

Council of Science Editors:

Gottschalk FCH. Essays on Credence Goods Markets with Applications to Health Care and Financial Advice. [Doctoral Dissertation]. ETH Zürich; 2017. Available from: http://hdl.handle.net/20.500.11850/235915

5. Kim, Areum. Financial advice and consumer protection : Conseil financier et protection des consommateurs.

Degree: Docteur es, Droit, 2014, Paris, Institut d'études politiques

Cette thèse porte sur le régime de protection des consommateurs qui vise à prévenir les ventes abusives dans les services de conseil en investissement. Elle… (more)

Subjects/Keywords: Consommateur financier; Rationalité limitée; MiFID; Conseil financier; Financial consumer; Bounded rationality; MiFID; Investment advice

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APA (6th Edition):

Kim, A. (2014). Financial advice and consumer protection : Conseil financier et protection des consommateurs. (Doctoral Dissertation). Paris, Institut d'études politiques. Retrieved from http://www.theses.fr/2014IEPP0033

Chicago Manual of Style (16th Edition):

Kim, Areum. “Financial advice and consumer protection : Conseil financier et protection des consommateurs.” 2014. Doctoral Dissertation, Paris, Institut d'études politiques. Accessed October 22, 2019. http://www.theses.fr/2014IEPP0033.

MLA Handbook (7th Edition):

Kim, Areum. “Financial advice and consumer protection : Conseil financier et protection des consommateurs.” 2014. Web. 22 Oct 2019.

Vancouver:

Kim A. Financial advice and consumer protection : Conseil financier et protection des consommateurs. [Internet] [Doctoral dissertation]. Paris, Institut d'études politiques; 2014. [cited 2019 Oct 22]. Available from: http://www.theses.fr/2014IEPP0033.

Council of Science Editors:

Kim A. Financial advice and consumer protection : Conseil financier et protection des consommateurs. [Doctoral Dissertation]. Paris, Institut d'études politiques; 2014. Available from: http://www.theses.fr/2014IEPP0033

6. Sivarajan, Swaminathan Sam. Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions.

Degree: 2018, University of Manchester

 Do investment portfolios meet the needs and preferences of investors? Can the portfolio selection process be improved? Traditionally, investor preferences have been identified using risk… (more)

Subjects/Keywords: Risk tolerance questionnaires; risk-taking behaviour; investor preferences; mixed methods methodology; investment decisions; behavioural research; financial advice; financial decision-making

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APA (6th Edition):

Sivarajan, S. S. (2018). Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions. (Doctoral Dissertation). University of Manchester. Retrieved from http://www.manchester.ac.uk/escholar/uk-ac-man-scw:317512

Chicago Manual of Style (16th Edition):

Sivarajan, Swaminathan Sam. “Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions.” 2018. Doctoral Dissertation, University of Manchester. Accessed October 22, 2019. http://www.manchester.ac.uk/escholar/uk-ac-man-scw:317512.

MLA Handbook (7th Edition):

Sivarajan, Swaminathan Sam. “Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions.” 2018. Web. 22 Oct 2019.

Vancouver:

Sivarajan SS. Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions. [Internet] [Doctoral dissertation]. University of Manchester; 2018. [cited 2019 Oct 22]. Available from: http://www.manchester.ac.uk/escholar/uk-ac-man-scw:317512.

Council of Science Editors:

Sivarajan SS. Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions. [Doctoral Dissertation]. University of Manchester; 2018. Available from: http://www.manchester.ac.uk/escholar/uk-ac-man-scw:317512


University of Manchester

7. Sivarajan, Swaminathan. Risk tolerance, return expectations and other factors impacting investment decisions.

Degree: Thesis (D.B.A.), 2019, University of Manchester

 Do investment portfolios meet the needs and preferences of investors? Can the portfolio selection process be improved? Traditionally, investor preferences have been identified using risk… (more)

Subjects/Keywords: financial decision-making; behavioural research; investment decisions; financial advice; investor preferences; risk-taking behaviour; Risk tolerance questionnaires; mixed methods methodology

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APA (6th Edition):

Sivarajan, S. (2019). Risk tolerance, return expectations and other factors impacting investment decisions. (Doctoral Dissertation). University of Manchester. Retrieved from https://www.research.manchester.ac.uk/portal/en/theses/risk-tolerance-return-expectations-and-other-factors-impacting-investment-decisions(90fd4076-2d8f-4dc6-8ff3-a1ecd8c0d188).html ; https://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.764768

Chicago Manual of Style (16th Edition):

Sivarajan, Swaminathan. “Risk tolerance, return expectations and other factors impacting investment decisions.” 2019. Doctoral Dissertation, University of Manchester. Accessed October 22, 2019. https://www.research.manchester.ac.uk/portal/en/theses/risk-tolerance-return-expectations-and-other-factors-impacting-investment-decisions(90fd4076-2d8f-4dc6-8ff3-a1ecd8c0d188).html ; https://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.764768.

MLA Handbook (7th Edition):

Sivarajan, Swaminathan. “Risk tolerance, return expectations and other factors impacting investment decisions.” 2019. Web. 22 Oct 2019.

Vancouver:

Sivarajan S. Risk tolerance, return expectations and other factors impacting investment decisions. [Internet] [Doctoral dissertation]. University of Manchester; 2019. [cited 2019 Oct 22]. Available from: https://www.research.manchester.ac.uk/portal/en/theses/risk-tolerance-return-expectations-and-other-factors-impacting-investment-decisions(90fd4076-2d8f-4dc6-8ff3-a1ecd8c0d188).html ; https://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.764768.

Council of Science Editors:

Sivarajan S. Risk tolerance, return expectations and other factors impacting investment decisions. [Doctoral Dissertation]. University of Manchester; 2019. Available from: https://www.research.manchester.ac.uk/portal/en/theses/risk-tolerance-return-expectations-and-other-factors-impacting-investment-decisions(90fd4076-2d8f-4dc6-8ff3-a1ecd8c0d188).html ; https://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.764768


Technical University of Lisbon

8. Agostinho, Maria Rita Pinto. Pedro e o Blog - As Suas Finanças Pessoais : O Valor do Blog na Perspectiva dos Visitantes.

Degree: 2011, Technical University of Lisbon

Mestrado em Marketing

Este projecto procura analisar os determinantes do valor que os visitantes regulares de "Pedro e o Blog - As Suas Finanças Pessoais"… (more)

Subjects/Keywords: Finanças Pessoais; Blogs; Credibilidade; Aconselhamento Financeiro Online; Literacia Financeira; Comportamento Financeiro; Satisfação; Fidelização; Personal Finances; Credibility; Online Financial Advice; Financial Literacy; Financial Behavior; Satisfaction; Fidelity

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APA (6th Edition):

Agostinho, M. R. P. (2011). Pedro e o Blog - As Suas Finanças Pessoais : O Valor do Blog na Perspectiva dos Visitantes. (Thesis). Technical University of Lisbon. Retrieved from http://www.rcaap.pt/detail.jsp?id=oai:www.repository.utl.pt:10400.5/4389

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Agostinho, Maria Rita Pinto. “Pedro e o Blog - As Suas Finanças Pessoais : O Valor do Blog na Perspectiva dos Visitantes.” 2011. Thesis, Technical University of Lisbon. Accessed October 22, 2019. http://www.rcaap.pt/detail.jsp?id=oai:www.repository.utl.pt:10400.5/4389.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Agostinho, Maria Rita Pinto. “Pedro e o Blog - As Suas Finanças Pessoais : O Valor do Blog na Perspectiva dos Visitantes.” 2011. Web. 22 Oct 2019.

Vancouver:

Agostinho MRP. Pedro e o Blog - As Suas Finanças Pessoais : O Valor do Blog na Perspectiva dos Visitantes. [Internet] [Thesis]. Technical University of Lisbon; 2011. [cited 2019 Oct 22]. Available from: http://www.rcaap.pt/detail.jsp?id=oai:www.repository.utl.pt:10400.5/4389.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Agostinho MRP. Pedro e o Blog - As Suas Finanças Pessoais : O Valor do Blog na Perspectiva dos Visitantes. [Thesis]. Technical University of Lisbon; 2011. Available from: http://www.rcaap.pt/detail.jsp?id=oai:www.repository.utl.pt:10400.5/4389

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

9. Horvat, Jasna. PREMOŽENJSKO SVETOVANJE IN ANALIZA OSEBNIH FINANC POSAMEZNIKA.

Degree: 2014, Univerza v Mariboru

V današnjih časih se posamezniki srečujemo z vse bolj turbolentnim dogajanjem tako na poslovnem, kakor osebnem področju. Mnogi se srečujejo z izgubo službe, pomanjkanjem finančnih… (more)

Subjects/Keywords: osebni finančni načrt; osebni finančni svetovalec; osebne finance; premoženje; premoženjsko svetovanje.; personal financial plan; personal financial advisor; personal finance; property; financial advice.; info:eu-repo/classification/udc/336.76

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APA (6th Edition):

Horvat, J. (2014). PREMOŽENJSKO SVETOVANJE IN ANALIZA OSEBNIH FINANC POSAMEZNIKA. (Masters Thesis). Univerza v Mariboru. Retrieved from https://dk.um.si/IzpisGradiva.php?id=44472 ; https://dk.um.si/Dokument.php?id=64292&dn= ; https://plus.si.cobiss.net/opac7/bib/11765532?lang=sl

Chicago Manual of Style (16th Edition):

Horvat, Jasna. “PREMOŽENJSKO SVETOVANJE IN ANALIZA OSEBNIH FINANC POSAMEZNIKA.” 2014. Masters Thesis, Univerza v Mariboru. Accessed October 22, 2019. https://dk.um.si/IzpisGradiva.php?id=44472 ; https://dk.um.si/Dokument.php?id=64292&dn= ; https://plus.si.cobiss.net/opac7/bib/11765532?lang=sl.

MLA Handbook (7th Edition):

Horvat, Jasna. “PREMOŽENJSKO SVETOVANJE IN ANALIZA OSEBNIH FINANC POSAMEZNIKA.” 2014. Web. 22 Oct 2019.

Vancouver:

Horvat J. PREMOŽENJSKO SVETOVANJE IN ANALIZA OSEBNIH FINANC POSAMEZNIKA. [Internet] [Masters thesis]. Univerza v Mariboru; 2014. [cited 2019 Oct 22]. Available from: https://dk.um.si/IzpisGradiva.php?id=44472 ; https://dk.um.si/Dokument.php?id=64292&dn= ; https://plus.si.cobiss.net/opac7/bib/11765532?lang=sl.

Council of Science Editors:

Horvat J. PREMOŽENJSKO SVETOVANJE IN ANALIZA OSEBNIH FINANC POSAMEZNIKA. [Masters Thesis]. Univerza v Mariboru; 2014. Available from: https://dk.um.si/IzpisGradiva.php?id=44472 ; https://dk.um.si/Dokument.php?id=64292&dn= ; https://plus.si.cobiss.net/opac7/bib/11765532?lang=sl


Brno University of Technology

10. Nguyen, Huy. Analýza produktů životního pojištění a jejich výběr pro klienty Partners for life planning, a.s.

Degree: 2012, Brno University of Technology

 Předmětem diplomové práce je analýza a srovnání produktů investičního životního pojištění vybraných komerčních pojišťoven. Návrh optimálního pojistného krytí pro klienty Partners for life planning, a.s.… (more)

Subjects/Keywords: Životní pojištění; podílový fond; finanční poradenství; finanční trh; kapitálové životní pojištění; riziko; investiční životní pojištění.; Life insurance; mutual fund; financial advice; financial market; capital life insurance risk; investment life insurance.

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APA (6th Edition):

Nguyen, H. (2012). Analýza produktů životního pojištění a jejich výběr pro klienty Partners for life planning, a.s. (Thesis). Brno University of Technology. Retrieved from http://hdl.handle.net/11012/10693

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Nguyen, Huy. “Analýza produktů životního pojištění a jejich výběr pro klienty Partners for life planning, a.s. ” 2012. Thesis, Brno University of Technology. Accessed October 22, 2019. http://hdl.handle.net/11012/10693.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Nguyen, Huy. “Analýza produktů životního pojištění a jejich výběr pro klienty Partners for life planning, a.s. ” 2012. Web. 22 Oct 2019.

Vancouver:

Nguyen H. Analýza produktů životního pojištění a jejich výběr pro klienty Partners for life planning, a.s. [Internet] [Thesis]. Brno University of Technology; 2012. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/11012/10693.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Nguyen H. Analýza produktů životního pojištění a jejich výběr pro klienty Partners for life planning, a.s. [Thesis]. Brno University of Technology; 2012. Available from: http://hdl.handle.net/11012/10693

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


University of Waterloo

11. Hoicka, Christina. Understanding Pro-Environmental Behaviour as Process: Assessing the Importance of Program Structure and Advice-Giving in a Residential Home Energy Evaluation Program.

Degree: 2012, University of Waterloo

 Despite recognition that reductions in fossil-fuel usage are necessary to reduce environmental harm, energy consumption continues to rise globally. There is a growing need to… (more)

Subjects/Keywords: pro-environmental behaviour; household energy efficiency investments; climate change; energy and sustainability; program structure; financial rewards; advice-giving; advice-following; social learning; EnerGuide for Houses; ecoEnergy; consumption as process; integrated approaches; mixed methods research design

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APA (6th Edition):

Hoicka, C. (2012). Understanding Pro-Environmental Behaviour as Process: Assessing the Importance of Program Structure and Advice-Giving in a Residential Home Energy Evaluation Program. (Thesis). University of Waterloo. Retrieved from http://hdl.handle.net/10012/7143

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Hoicka, Christina. “Understanding Pro-Environmental Behaviour as Process: Assessing the Importance of Program Structure and Advice-Giving in a Residential Home Energy Evaluation Program.” 2012. Thesis, University of Waterloo. Accessed October 22, 2019. http://hdl.handle.net/10012/7143.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Hoicka, Christina. “Understanding Pro-Environmental Behaviour as Process: Assessing the Importance of Program Structure and Advice-Giving in a Residential Home Energy Evaluation Program.” 2012. Web. 22 Oct 2019.

Vancouver:

Hoicka C. Understanding Pro-Environmental Behaviour as Process: Assessing the Importance of Program Structure and Advice-Giving in a Residential Home Energy Evaluation Program. [Internet] [Thesis]. University of Waterloo; 2012. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/10012/7143.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Hoicka C. Understanding Pro-Environmental Behaviour as Process: Assessing the Importance of Program Structure and Advice-Giving in a Residential Home Energy Evaluation Program. [Thesis]. University of Waterloo; 2012. Available from: http://hdl.handle.net/10012/7143

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


Brno University of Technology

12. Přemyslovský, Tomáš. Podpora ICT při tvorbě investičních portfolií .

Degree: 2013, Brno University of Technology

 Tato práce se zabývá přiblížením otázky zpracování individuálních portfolií, zejména pro klienty finančně – poradenských společností zaměřujících se na zprostředkování investičních produktů. Cílem je vytvoření… (more)

Subjects/Keywords: investice; investor; portfolio; diverzifikace; akcie; podílové fondy; dluhopisy; ICT podpora; finanční poradenství; investiční poradenství; akciový trh; volatilita; měnové riziko; likvidita; investment; investor; portfolio; diversification; share; mutual funds; bonds; ICT support; financial advice; investment advice; stock market; volatility; currency risk; liquidity

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APA (6th Edition):

Přemyslovský, T. (2013). Podpora ICT při tvorbě investičních portfolií . (Thesis). Brno University of Technology. Retrieved from http://hdl.handle.net/11012/27206

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Přemyslovský, Tomáš. “Podpora ICT při tvorbě investičních portfolií .” 2013. Thesis, Brno University of Technology. Accessed October 22, 2019. http://hdl.handle.net/11012/27206.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Přemyslovský, Tomáš. “Podpora ICT při tvorbě investičních portfolií .” 2013. Web. 22 Oct 2019.

Vancouver:

Přemyslovský T. Podpora ICT při tvorbě investičních portfolií . [Internet] [Thesis]. Brno University of Technology; 2013. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/11012/27206.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Přemyslovský T. Podpora ICT při tvorbě investičních portfolií . [Thesis]. Brno University of Technology; 2013. Available from: http://hdl.handle.net/11012/27206

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


Brno University of Technology

13. Přemyslovský, Tomáš. Podpora ICT při tvorbě investičních portfolií .

Degree: 2013, Brno University of Technology

 Tato práce se zabývá přiblížením otázky zpracování individuálních portfolií, zejména pro klienty finančně – poradenských společností zaměřujících se na zprostředkování investičních produktů. Cílem je vytvoření… (more)

Subjects/Keywords: investice; investor; portfolio; diverzifikace; akcie; podílové fondy; dluhopisy; ICT podpora; finanční poradenství; investiční poradenství; akciový trh; volatilita; měnové riziko; likvidita; investment; investor; portfolio; diversification; share; mutual funds; bonds; ICT support; financial advice; investment advice; stock market; volatility; currency risk; liquidity

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APA · Chicago · MLA · Vancouver · CSE | Export to Zotero / EndNote / Reference Manager

APA (6th Edition):

Přemyslovský, T. (2013). Podpora ICT při tvorbě investičních portfolií . (Thesis). Brno University of Technology. Retrieved from http://hdl.handle.net/11012/72231

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Přemyslovský, Tomáš. “Podpora ICT při tvorbě investičních portfolií .” 2013. Thesis, Brno University of Technology. Accessed October 22, 2019. http://hdl.handle.net/11012/72231.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Přemyslovský, Tomáš. “Podpora ICT při tvorbě investičních portfolií .” 2013. Web. 22 Oct 2019.

Vancouver:

Přemyslovský T. Podpora ICT při tvorbě investičních portfolií . [Internet] [Thesis]. Brno University of Technology; 2013. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/11012/72231.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Přemyslovský T. Podpora ICT při tvorbě investičních portfolií . [Thesis]. Brno University of Technology; 2013. Available from: http://hdl.handle.net/11012/72231

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

14. Lewis, David. Ambivalent but Not Indifferent: Consumer Motivations to Seek Versus Avoid Professional Advice.

Degree: 2017, Wilfrid Laurier University

 An under-explored dimension of consumer decision-making is the motivation for seeking professional advice. While extant research in marketing describes some antecedents to seeking advice (e.g.… (more)

Subjects/Keywords: Approach-avoidance; Ambivalence; Advice; Consumer Financial Decision-making; Marketing

…190 vii List of tables Table 1 Research on the use of professional financial advice… …is central to financial advice therefor social pressure will likely have limited influence… …1 Study 1 explores advice-seeking in the context of professional financial advice, which… …overall intention to seek professional financial advice. The relationship between approach… …financial advice, the managerial implications are that many of the marketing strategies employed… 

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APA (6th Edition):

Lewis, D. (2017). Ambivalent but Not Indifferent: Consumer Motivations to Seek Versus Avoid Professional Advice. (Thesis). Wilfrid Laurier University. Retrieved from https://scholars.wlu.ca/etd/1967

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Lewis, David. “Ambivalent but Not Indifferent: Consumer Motivations to Seek Versus Avoid Professional Advice.” 2017. Thesis, Wilfrid Laurier University. Accessed October 22, 2019. https://scholars.wlu.ca/etd/1967.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Lewis, David. “Ambivalent but Not Indifferent: Consumer Motivations to Seek Versus Avoid Professional Advice.” 2017. Web. 22 Oct 2019.

Vancouver:

Lewis D. Ambivalent but Not Indifferent: Consumer Motivations to Seek Versus Avoid Professional Advice. [Internet] [Thesis]. Wilfrid Laurier University; 2017. [cited 2019 Oct 22]. Available from: https://scholars.wlu.ca/etd/1967.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Lewis D. Ambivalent but Not Indifferent: Consumer Motivations to Seek Versus Avoid Professional Advice. [Thesis]. Wilfrid Laurier University; 2017. Available from: https://scholars.wlu.ca/etd/1967

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

15. Jansson, Lina. Misslyckad finansiell rådgivning : hur stort är problemet, egentligen?.

Degree: Faculty of Arts and Sciences, 2012, Linköping UniversityLinköping University

Finansiell rådgivning har blivit en allt viktigare del av värdepappersmarknaden och samhället i stort. Nya lagar och riktlinjer har kommit till för att skydda… (more)

Subjects/Keywords: Financial advice; Unsuccessful financial advice; Quality assurance; Counseling process; The law of financial advice for consumers.; Finansiell rådgivning; misslyckad finansiell rådgivning; kvalitétssäkring; rådgivningsprocessen; lagen om finansiell rådgivning till konsumenter

Financial Instrument Directive), skulle tillkomma vars avsikt var att harmonisera… 

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APA (6th Edition):

Jansson, L. (2012). Misslyckad finansiell rådgivning : hur stort är problemet, egentligen?. (Thesis). Linköping UniversityLinköping University. Retrieved from http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-85114

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Jansson, Lina. “Misslyckad finansiell rådgivning : hur stort är problemet, egentligen?.” 2012. Thesis, Linköping UniversityLinköping University. Accessed October 22, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-85114.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Jansson, Lina. “Misslyckad finansiell rådgivning : hur stort är problemet, egentligen?.” 2012. Web. 22 Oct 2019.

Vancouver:

Jansson L. Misslyckad finansiell rådgivning : hur stort är problemet, egentligen?. [Internet] [Thesis]. Linköping UniversityLinköping University; 2012. [cited 2019 Oct 22]. Available from: http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-85114.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Jansson L. Misslyckad finansiell rådgivning : hur stort är problemet, egentligen?. [Thesis]. Linköping UniversityLinköping University; 2012. Available from: http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-85114

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

16. Berglund, Amie. "Inte sjutton läser man alla de där papperna man får" : En kvalitativ studie om hur MiFID II påverkat Principal agent problem vid investeringsrådgivning.

Degree: Faculty of Arts and Sciences, 2019, Linköping UniversityLinköping University

  Bakgrund: Den tredje januari 2018 trädde EU-direktivet Markets in Financial Instruments Directive II (MiFID II) i kraft. Direktivet ämnar öka investerarskyddet genom att eliminera… (more)

Subjects/Keywords: MiFID II; agency theory; principal-agent problem; information asymmetry; asymmetric information; conflict of interest; personal financial advice; performance measures; performance measurement; stewardship theory; MiFID II; agency theory; principal-agent problem; informationsasymmetri; intressekonflikt; investeringsrådgivning; prestationsmått; incitamentssystem; stewardship theory; Business Administration; Företagsekonomi

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APA · Chicago · MLA · Vancouver · CSE | Export to Zotero / EndNote / Reference Manager

APA (6th Edition):

Berglund, A. (2019). "Inte sjutton läser man alla de där papperna man får" : En kvalitativ studie om hur MiFID II påverkat Principal agent problem vid investeringsrådgivning. (Thesis). Linköping UniversityLinköping University. Retrieved from http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-158492

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Berglund, Amie. “"Inte sjutton läser man alla de där papperna man får" : En kvalitativ studie om hur MiFID II påverkat Principal agent problem vid investeringsrådgivning.” 2019. Thesis, Linköping UniversityLinköping University. Accessed October 22, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-158492.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Berglund, Amie. “"Inte sjutton läser man alla de där papperna man får" : En kvalitativ studie om hur MiFID II påverkat Principal agent problem vid investeringsrådgivning.” 2019. Web. 22 Oct 2019.

Vancouver:

Berglund A. "Inte sjutton läser man alla de där papperna man får" : En kvalitativ studie om hur MiFID II påverkat Principal agent problem vid investeringsrådgivning. [Internet] [Thesis]. Linköping UniversityLinköping University; 2019. [cited 2019 Oct 22]. Available from: http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-158492.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Berglund A. "Inte sjutton läser man alla de där papperna man får" : En kvalitativ studie om hur MiFID II påverkat Principal agent problem vid investeringsrådgivning. [Thesis]. Linköping UniversityLinköping University; 2019. Available from: http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-158492

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


Stellenbosch University

17. Roos, Jacques Thomas. What role should the financial planners of ABSA Brokers play when ABSA Business Bank extends credit facilities to its SME customers?.

Degree: 2008, Stellenbosch University

Thesis (MBA (Business Management)) – Stellenbosch University, 2008.

ENGLISH ABSTRACT: Small and medium enterprises have an important role to play in the South African economy. The… (more)

Subjects/Keywords: Business management; Financial planners  – South Africa; Granting credit facilities; Fiduciary duties; Banks and banking  – Customer services  – South Africa; Small business  – Financial advice; Dissertations  – Business management; Small business  – Finance  – South Africa

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APA · Chicago · MLA · Vancouver · CSE | Export to Zotero / EndNote / Reference Manager

APA (6th Edition):

Roos, J. T. (2008). What role should the financial planners of ABSA Brokers play when ABSA Business Bank extends credit facilities to its SME customers?. (Thesis). Stellenbosch University. Retrieved from http://hdl.handle.net/10019.1/965

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Roos, Jacques Thomas. “What role should the financial planners of ABSA Brokers play when ABSA Business Bank extends credit facilities to its SME customers?.” 2008. Thesis, Stellenbosch University. Accessed October 22, 2019. http://hdl.handle.net/10019.1/965.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Roos, Jacques Thomas. “What role should the financial planners of ABSA Brokers play when ABSA Business Bank extends credit facilities to its SME customers?.” 2008. Web. 22 Oct 2019.

Vancouver:

Roos JT. What role should the financial planners of ABSA Brokers play when ABSA Business Bank extends credit facilities to its SME customers?. [Internet] [Thesis]. Stellenbosch University; 2008. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/10019.1/965.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Roos JT. What role should the financial planners of ABSA Brokers play when ABSA Business Bank extends credit facilities to its SME customers?. [Thesis]. Stellenbosch University; 2008. Available from: http://hdl.handle.net/10019.1/965

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation


University of Canterbury

18. Guthrie, G. Human Capital and Popular Investment Advice.

Degree: Department of Economics and Finance, 2005, University of Canterbury

 Popular investment advice recommends that the stock/bond and stock/wealth ratios should rise with investor risk tolerance and investment horizon respectively, prescriptions that are difficult to… (more)

Subjects/Keywords: asset allocation; human capital; investment advice; Field of Research::14 - Economics::1402 - Applied Economics::140207 - Financial Economics; Field of Research::15 - Commerce, Management, Tourism and Services::1502 - Banking, Finance and Investment::150205 - Investment and Risk Management

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APA · Chicago · MLA · Vancouver · CSE | Export to Zotero / EndNote / Reference Manager

APA (6th Edition):

Guthrie, G. (2005). Human Capital and Popular Investment Advice. (Thesis). University of Canterbury. Retrieved from http://hdl.handle.net/10092/5837

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Chicago Manual of Style (16th Edition):

Guthrie, G. “Human Capital and Popular Investment Advice.” 2005. Thesis, University of Canterbury. Accessed October 22, 2019. http://hdl.handle.net/10092/5837.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

MLA Handbook (7th Edition):

Guthrie, G. “Human Capital and Popular Investment Advice.” 2005. Web. 22 Oct 2019.

Vancouver:

Guthrie G. Human Capital and Popular Investment Advice. [Internet] [Thesis]. University of Canterbury; 2005. [cited 2019 Oct 22]. Available from: http://hdl.handle.net/10092/5837.

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

Council of Science Editors:

Guthrie G. Human Capital and Popular Investment Advice. [Thesis]. University of Canterbury; 2005. Available from: http://hdl.handle.net/10092/5837

Note: this citation may be lacking information needed for this citation format:
Not specified: Masters Thesis or Doctoral Dissertation

.