2015 Conference

October 15–16, 2015

Orlando, FL

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Results from the Survey of Household Financial and Risk Management

Thursday, October 15, 2015 at 10:35 AM–12:05 PM EDT

1-Council

Keywords: 5 words maximum

financial decisions, risk management, financial planner

Very short description for use in the program to help attendees understand more than a title can describe

In an effort to more fully explore the financial and risk management decisions of households, we designed the Survey of Household Financial and Risk Management (HFRM). Among other topics, this survey asks questions about the sources of financial advice. Additional questions are asked of respondents who report using a financial advisor. We report our findings.

Lead & Corresponding Author

Benjamin F. Cummings, Ph.D., CFP(R), Saint Joseph's University

Job Title

Assistant Professor

Additional Authors

Michael A Guillemette, Ph.D., University of Missouri

Job Title

Assistant Professor

Terrance K Martin, Jr, PhD, Univeristy of Texas Pan American

Job Title

Assistant Professor

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

Job Title

CH Foundation Chair in Personal Financial Planning