Criteria affecting Taiwan wealth management banks in serving high-net-worth individuals during COVID-19: a DEMATEL approach
Sign Up to like & getrecommendations! Published in 2021 at "Journal of Financial Services Marketing"
DOI: 10.1057/s41264-021-00103-2
Abstract: Wealth management services for high-net-worth individuals in Taiwan have grown rapidly over the last decade. This study used a decision-making trial and evaluation laboratory approach to identify the criteria affecting the performance of Taiwan wealth… read more here.
Keywords: high net; wealth; customer; wealth management ... See more keywords
The 4% strategy revisited: a pre-commitment mean-variance optimal approach to wealth management
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DOI: 10.1080/14697688.2016.1205211
Abstract: In contrast to single-period mean-variance (MV) portfolio allocation, multi-period MV optimal portfolio allocation can be modified slightly to be effectively a down-side risk measure. With this in mind, we consider multi-period MV optimal portfolio allocation… read more here.
Keywords: portfolio; mean variance; portfolio allocation; wealth management ... See more keywords
Wealth Management and Retirement
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DOI: 10.1097/prs.0000000000008790
Abstract: Summary: The purpose of this publication is to introduce basic financial planning concepts and highlight their use in creating a retirement savings plan. These tools may help young surgeons set their financial targets and create… read more here.
Keywords: management retirement; wealth management; management; retirement ... See more keywords
Influence of Aging Science on Global Wealth Management.
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DOI: 10.1101/cshperspect.a041207
Abstract: Modern longevity transforms long-held assumptions about working, saving, investing, and spending-creating both new opportunities and new challenges for wealth management in the 21st century. To adapt to these shifts, our aging world must evolve its… read more here.
Keywords: science global; wealth management; influence aging; management ... See more keywords
From offline to online: understanding users' switching intentions from traditional wealth management services to mobile wealth management applications
Sign Up to like & getrecommendations! Published in 2022 at "International Journal of Bank Marketing"
DOI: 10.1108/ijbm-08-2022-0345
Abstract: PurposeFinancial technology (Fintech) brings about innovative financial services, such as the possibility of introducing mobile wealth management applications (apps) into consumers' lives. Despite the rapid development of such apps, few studies have focused on users'… read more here.
Keywords: mobile wealth; users switching; wealth management; management ... See more keywords