The Academy of Financial Services (AFS) is excited to be collaborating with FPA to provide an "integrated conference experience" for AFS members this year. The AFS research conference will run for the full 2.5 days of the FPA Conference as part of a dedicated research track bringing the best of AFS and the Journal of Financial Planning (JFP) to you.
- A dedicated Research Room for presentations designed to bring the most relevant research impacting professional financial planners. This includes research sessions sponsored by the JFP and peer-reviewed research papers presented by AFS members. These sessions are CE credit approved.
- The winner of the JFP's Montgomery-Warschauer Award for best research from the prior year will present their research.
- In the Research Room AFS will coordinate other research content such as a panel discussion with the editors of the 4 major FP research journals explaining to planners and academics the type of research content to be found, how to best consume/digest research and apply it to a FP practice and more.
- A new FP Research Shark Tank. Based on the format of the popular TV series a select number of researchers will do 5 minute "pitches" on research that they believe would be significantly impactful for practitioners. Planners and researchers will then vote on the most exciting research proposal.
- AFS are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received. A timetable of these sessions can be found below.
- AFS will manage the research rooms for fully-hybrid attendance with face-to-face or virtual attendance. Although the content will be exceptional, we hope to see many of you in person as the networking, exhibit hall, FPA keynote speakers and other sessions outside of the research cannot be experienced any other way.
How Do Gender Norms Affect Financial Planning For UK Independent Financial Advisors and Clients?
Short Description
Financial advice provided by an independent financial advisor (IFA) has been growing in importance within a financialized society where individuals are expected to secure their financial future in retirement on their own rather than relying on the welfare state. However, there is little research on the gendered connotations of clients getting professional financial advice. Evidence from 30 in-depth interviews with IFAs in the UK elucidates the gendered norms at play within financial advice and the strategies IFAs employ when encountering these norms. Our findings reveal that IFAs either choose to challenge gendered norms of finance or reinforce them, which in turn is detrimental to women’s long-term savings. In particular, female advisors rejected the notion that risk tolerance was influenced by gender and were inclined to challenge female clients about gendered financial norms. These findings are relevant to understanding gendered aspects in financial decisions when professional financial advice is provided.
Upload a BLIND copy in Word Document format. Ensure all authors names are removed from the submission. Use the Paper Name + BLIND as the name of the file.
Lead & Corresponding Author
Dr. Daniel W. Richards, York University
Email Address
Names of authors in order
Ariane Agunsoye, Daniel W. Richards