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Download full textFan, Lu; Chatterjee, Swarn – Journal of Financial Counseling and Planning, 2020
This study examines the roles of internal and external search characteristics and attitudinal factors in investors' decisions to utilize robo-advisor-based platforms. Using the 2015 state-by-state National Financial Capability Study and Investor Survey, this study finds that the need to free up time, higher risk tolerance, higher subjective…
Descriptors: Investment, Innovation, Information Seeking, Financial Services
Fan, Lu; Chatterjee, Swarn – Journal of Financial Counseling and Planning, 2017
This study uses the 2009 National Financial Capability Study dataset to examine the factors associated with information search behavior by consumers when applying for a loan. The results indicate that financial literacy, perceived financial knowledge, educational attainment, and engaging the services of a financial professional are positively…
Descriptors: Decision Making, Money Management, Information Seeking, Consumer Economics
Goetz, Joseph W.; Zhu, Dandan; Hampton, Vickie L.; Chatterjee, Swarn; Salter, John – American Journal of Business Education, 2011
This article provides a theoretical-based rationale and plan of action for educational programs to encourage and create opportunities for the integration of course study with professional exam preparation, while highlighting the complementary benefits for students, academic programs, and the financial services profession. Serving primarily as a…
Descriptors: Integrated Curriculum, Certification, Financial Services, Efficiency
