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Download full textGuillemette, Michael A.; Jurgenson, Jesse B. – Journal of Financial Counseling and Planning, 2017
The purpose of this study is to investigate whether a professional designation affects consumer choice behavior within the area of investment decision making. Forty-six participants were endowed with real money and received hypothetical investment advice from a certified financial planner (CFP) Professional and a stockbroker. Among low-income…
Descriptors: Financial Services, Money Management, Consumer Economics, Investment
Direct linkMasterson, Kathryn – Chronicle of Higher Education, 2008
This article reports that as many as five colleges or charitable foundations whose endowments have suffered significant investment losses or were unable to access money in their accounts in recent months are considering legal action against their brokers or investment managers, alleging misrepresentation of risk or mismanagement. Jacob H.…
Descriptors: Endowment Funds, Trusts (Financial), Financial Services, Money Management
Pydych, Charles P. – American School and University, 1981
Questions to ask, and some of the responses to expect, in interviewing money managers. (Author/MLF)
Descriptors: Consultants, Decision Making, Educational Finance, Endowment Funds
