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Financial Professionals (financial + professional)
Selected AbstractsFactors Associated with Seeking and Using Professional Retirement-Planning HelpFAMILY & CONSUMER SCIENCES RESEARCH JOURNAL, Issue 1 2001So-Hyun Joo This article presents findings from a study that examined the factors that influence who is more likely to seek and use help with their retirement questions and concerns from professional advisors or others, including friends, colleagues, and publications. A model of retirement help-seeking behavior is presented. Logistic regression results using data from the 1998 Retirement Confidence Survey (N = 711) showed that among preretirees, women versus men, those who (a) had higher incomes, (b) exhibited better financial behaviors, (c) had positive and proactive attitudes toward retirement, and (d) had a higher level of financial risk-tolerance were more likely to seek and use help from financial professionals when making retirement investment decisions. [source] A Profile of Financially At-Risk College StudentsJOURNAL OF CONSUMER AFFAIRS, Issue 1 2004ANGELA C. LYONS Using a random sample of college students, this study identifies the factors that significantly affect the probability a college student is financially at risk for mismanaging/misusing credit. Financially at-risk students are more likely to be financially independent, to receive need-based financial aid, to hold $1000 or more in other debt, and to have acquired their credit card(s) by mail, at a retail store, and/or at a campus table. Students having difficulty making credit card payments are also more likely to be female, black, and/or Hispanic. Campus administrators and financial professionals can use this information to better allocate their resources and develop materials that specifically target those students who need them most. [source] Rebalancing the accounting professionJOURNAL OF CORPORATE ACCOUNTING & FINANCE, Issue 3 2007Paul A. Sharman An alarming shift of balance has occurred in the accounting profession,a shift from a focus on work that facilitates business and economic development toward an emphasis on satisfying regulatory requirements. One result is that accountants are increasingly being trained to satisfy these regulatory requirements instead of being provided with the skills they need to become financial professionals who contribute as performance advisors and strategic business partners. This article presents steps needed to rebalance the accounting profession. © 2007 Wiley Periodicals, Inc. [source] Anthropology in the financial crisisANTHROPOLOGY TODAY, Issue 6 2008Keith Hart This editorial considers the opportunities opened up for anthropologists by the financial crisis of 2008. The chief of these is the exposure of cracks in the intellectual hegemony of free-market economics which contributed to an unnecessarily defensive posture on the part of most anthropologists during the period of neoliberal globalization. The authors claim that anthropology can bridge the gap between everyday life and the world at large by combining the study of ideas and social actions. We draw on Ortiz's research among financial professionals to show how working practices informed by economic liberalism can have extremely unequal consequences for the global distribution of resources. The perspectives of Mauss and Polanyi on political economy can help us to make sense of the current situation and to recommend a path forward beyond market fundamentalism. Their general ideas lend power to the concrete findings of field research. The mask of neoliberal ideology has been ripped from the politics of world economy. Anthropology's highest mission is to start from where people are and go with them wherever they take you. What better time to follow this imperative than when the model the world has been compelled to live by for three decades is in such disarray? [source] |