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The Impact of Financial Planning on Portfolio Efficiency
viernes, el 11 de abril de 2014 a las 09:45–10:45 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.