Prior research indicates that audit and tax professionals' judgments are influenced by their client's preferences, both directly and indirectly (via information search). In an experiment with tax ...

A new analysis from the Center for Retirement Research at Boston College sheds light on how financial advisors shape the equity allocations of clients approaching or in retirement – and whether those ...

ESG Steps into the Spotlight Asset Managers and the Need for First-Class ESG Data Climate Data: Complex, Confusing, Challenging A Better Way with Morningstar Ready to See for Yourself? Selecting an ...

Among respondents to YCharts Inc.’s Advisor-Client Communication Survey, which sought to understand how adviser strategies align with evolving client preferences, 26% felt the adviser for the client’s ...

Understanding the need to have the proper structure, asset and people in place, how do you then connect them all in a cohesive manner and how do you approach it with a client who may not be even ...

EEOC has made clear that client preference is no defense to discrimination charges. "Employers may not rely on the discriminatory preferences of coworkers, customers, or clients as the basis for ...

Sustainable Investment (SI) can be defined as the integration of Environmental, Social and Governance aspects in making an investment decision. As of 2020, sustainable assets in major financial ...

The financial advisory industry is undergoing a significant transformation due to advancements in technology and evolving client expectations. To succeed in this changing landscape, financial advisors ...