This paper presents a framework for explaining personal finance help-seeking behavior.
The decision to seek help was tested using a randomly selected sample of clerical workers …

FinBots are chatbots built on automated decision technology, aimed to facilitate accessible
banking and to support customers in making financial decisions. Chatbots are increasing in …

5,794.224 A 8, 1998 Yafik. o goals and probabilities of success, and may be revised to
5,799.287 A 8, 1998 Dembo. reflect changes in the financial goals and probabilities of 5.87 …

This article presents findings from a study that examined the factors that influence who is
more likely to seek and use help with their retirement questions and concerns from …

Based on 1998 to 2007 Survey of Consumer Finances datasets the proportion of
households reporting use of a financial planner increased from 21% in 1998 to 25% in 2007 …

Financial advice can complement educational interventions for individuals with technical
financial issues or acute financial problems; it may also help clients apply knowledge gained …

To estimate the monetary value of ideal financial planning advice, we address three types of
benefits that planners provide: increasing wealth, preventing loss, and smoothing …

Since last decade, the Indian economy has witnessed a number of structural and
fundamental changes in the financial markets. While Indian economy is on growth trajectory …

Purpose This study introduces the concept of financial advice deserts (FADs), including
financial advice received from personal financial advisors (PFAs) and Certified Financial …

This paper uses a recent wave of a nationally representative survey to determine the
predictors of financial planning services utilization among younger baby boomers. The …