[HTML][HTML] Investigating the impact financial content structure has on consumer appreciation: An empirical study of Australian statement of advice documents

B Neilson - The Journal of Finance and Data Science, 2023 - Elsevier
This study investigates the impact of financial content structure on consumer appreciation in
Australian Statement of Advice (SOA) documents. SOAs are essential for regulatory …

Factors affecting the growth of small privately‐owned financial planning businesses

DA Pawski, RJ Powell, A Golab - Australian Economic Papers, 2022 - Wiley Online Library
Over the past 10 years, there have been many financial scandals in the financial advice
industry, which has caused substantial losses for investors. Large wealth institutions …

Identifying the properties and impact of education on misconduct: Evidence from Australian financial advisers

BO Neilson, SJ Lee - International Journal of Educational Development, 2024 - Elsevier
The Australian financial planning sector has seen recent regulatory changes introduced to
address misconduct. One such introduction surrounds increased levels of mandatory …

Characteristics of trust in personal financial planning

M Cull, T Sloan - Financial Planning Research Journal, 2016 - sciendo.com
This Australian study utilises quantitative and qualitative research planning. Affective
characteristics of trust were found to be essential to the client-adviser relationship. Increased …

An analysis of whether privately owned financial planning practices are transitioning to fully independent advice providers

D Pawski, R Powell, A Golab - Journal of Risk and Financial Management, 2022 - mdpi.com
In Australia, there are over 20,000 financial advisers, with only 1% registered as
independent financial advisers. This study investigates why there has been no significant …

[PDF][PDF] A review of ethics education in financial planning courses in Australia

M Cull, B Melville - Financial Planning Research Journal, 2018 - sciendo.com
This study includes a literature review of differing approaches to ethics education and
utilises publicly available information to investigate the current climate of ethics education …

Ethics in financial planning: myth, fact or rhetoric paradox?

M Cull, D Bowyer - e-Journal of Social & Behavioural …, 2017 - search.ebscohost.com
Purpose: This paper examines ethics in financial planning in the context of the events that
have occurred in the Australian economic and regulatory environment in the last decade …

[PDF][PDF] EXPLORING THE RELATIONSHIPS BETWEEN VIRTUAL CLIENT MEETINGS, FINANCIAL ANXIETY, AND TRUST IN FINANCIAL PLANNING

A Rollins-Koons - sciendo.com
Tele-financial planning in Canada has become a crucial component of financial planners'
businesses, which necessitates research to understand how tele-financial planning …

Personal financial planning of the emerging middle-class in Bangladesh: a case study

MA Mazumder - 2021 - researchdirect.westernsydney.edu …
The main aim of this study is to understand whether there is a role and need for professional
financial advice in Bangladesh. Accordingly, this study is multilayered and examines four …

[引用][C] Financial planning and accounting in Australia: a contest for jurisdiction 1980-2014

BJ Murphy - 2018