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Guillemette, 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
Hwalek, Melanie; Barber, Gregory J. – New Directions for Evaluation, 2006
Determining what will occur with a consulting practice becomes a more pressing concern as an evaluator approaches the age of retirement. Typically independent consultants do not have the pension planning services readily available to evaluators in academic settings, governmental agencies, or large corporations. Without prompts such as automatic…
Descriptors: Evaluators, Retirement, Retirement Benefits, Consultants
Curnow, Barry; And Others – 1994
According to this book, the world of work is changing to a future in which the 40-hour work week is obsolete. Many corporations are reducing core staff but are slow to grapple with the associated problems, such as how to motivate employees who will be retiring in a few years and how to make use of ex-employees on a consultancy basis. The book…
Descriptors: Age Discrimination, Career Change, Career Choice, Career Development