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2014 Conference

April 9–11, 2014

Intercontinental, Milwaukee, WI

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The Impact of Financial Planning on Portfolio Efficiency

Friday, April 11, 2014 at 9:45 AM–10:45 AM CDT
FRS
Short Abstract

This study evaluates the impact of financial planning on households’ portfolio efficiency. Using the data from the Survey of Consumer Finances (SCF), the findings
lend empirical support to the belief that financial planning services delivered by professionals benefit the households in increasing portfolio efficiency by more optimal portfolio allocation.

First & Corresponding Author

Shan Lei, MA, CFP, shinelei102@gmail.com

Add'l Authors In The Order To Be Printed

Dr. Rui Yao, University of Missouri
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