Variations in investment advice provision: A study of financial advisors of millionaire investors

Vignette methodology is used to examine how the personal characteristics of investors and financial advisors contribute to portfolio recommendations, and the judgements that advisors make about investment knowledge and control of prospective millionaire UK clients. We find that advisors use investor...

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Bibliographic Details
Main Authors: Ylva Baeckstrom, Ian Marsh, Joanne Silvester
Format: Default Article
Published: 2021
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Online Access:https://hdl.handle.net/2134/14716695.v1
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