This paper reviews the literature on the perceived individual‐level demand‐side barriers to
and benefits from seeking and following financial advice. Our review reveals that poor …

Purpose Scandals in the Australian financial services industry highlight the conflicts of
interest between those who provide financial advice (financial planners) and their clients …

This study used an experiment to investigate the association between race, gender, and
trust as it relates to working with a financial planner among a sample of Black and White …

Scandals show that ethics is an important topic in financial planning. Our research analyses
212 financial ombudsman decisions (2013–2018) to understand the nature of financial …

We construct and test a conceptual framework that extends the five‐step financial help‐
seeking model (Grable and Joo, J Financ Couns Plann, 1999, 10, 14–25) by incorporating …

Many individuals entrust financial advisors to navigate through important financial decisions,
yet extant research and persistent scandals bring the effectiveness of advice into question …

Gender inequality and occupational segregation in Australian financial services present a
stark disparity, with men working as financial planners and women being over‐represented …

The Australian financial advice industry continues to be the subject of ongoing regulatory
reform largely driven by persistent failures of advice and products. Despite these concerns …

The Science of Building Trust and Commitment in Financial Planning: Using Structural
Equation Modeling to Examine Antecedents to Trust and Commitment | Financial Planning …

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 …