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The Demand for Financial Planning Services
4 references·15 citing·50 second hop
The Demand for Financial Planning Services (2011)The Demand for Financial Planning ServicesWhich Households Think They Save? (2010)Which Households Think They S…Changes in U.S. Family Finances from 2004 to 2007: Evidence from the Survey of Consumer Finances (2009)Changes in U.S. Family Financ…With a Little Help from My Friends (and My Financial Planner) (2005)With a Little Help from My Fr…The analysis of household surveys (1997)The analysis of household sur…Surviving in financial advice deserts: limited access to financial advice and retirement planning behavior (2022)Surviving in financial advice…The role of financial literacy in describing the use of professional financial advisors before and during the COVID-19 pandemic (2021)The role of financial literac…Investment in financial literacy and financial advice-seeking: Substitutes or complements? 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References

  • 1997The analysis of household surveys4,871 cited
  • 2009Changes in U.S. Family Finances from 2004 to 2007: Evidence from the Survey of Consumer Finances279 cited
  • 2005With a Little Help from My Friends (and My Financial Planner)104 cited
  • 2010Which Households Think They Save?97 cited

Cited by

  • 2012Financial advice and trust68 cited
  • 2019Trust and Retirement Preparedness: Evidence from Singapore35 cited
  • 2020Information Search, Financial Advice Use, and Consumer Financial Behavior34 cited
  • 2018The relationship between financial planner use and holding a retirement saving goal: A propensity score matching analysis31 cited
  • 2019Sources of information and portfolio allocation30 cited
  • 2018Financial education and insurance advice seeking26 cited
  • 2021Investment in financial literacy and financial advice-seeking: Substitutes or complements?25 cited
  • 2019Financial Capability and Economic Security among Low-Income Older Asian Immigrants: Lessons from Qualitative Interviews20 cited
  • 2020Millennials' adoption of personal financial management ( PFM ) technology and financial behavior20 cited
  • 2015Do U.S. households perceive their retirement preparedness realistically?20 cited

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2015
Behavioral and Wealth Considerations for Seeking Professional Financial Planning Help
20 cited
  • 2020Financial attributes, financial behaviors, financial‐advisor‐use beliefs, and investing characteristics associated with having used a robo‐advisor19 cited
  • 2021The role of financial literacy in describing the use of professional financial advisors before and during the COVID-19 pandemic19 cited
  • 2022Surviving in financial advice deserts: limited access to financial advice and retirement planning behavior19 cited
  • 2019Debt literacy and debt advice-seeking behaviour among Facebook users: the role of social networks19 cited