Sökning: "financial advice"

Visar resultat 1 - 5 av 16 avhandlingar innehållade orden financial advice.

  1. 1. Financial Advisory Services : Exploring relationships between consumers and financial advisors

    Författare :Inga-Lill Söderberg; Kent Eriksson; Misse Wester; Mats Edenius; KTH; []
    Nyckelord :SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; financial advice; conusmer finance; financial services; financial decisioin making; risk perception; relationship; working alliance;

    Sammanfattning : The need for more knowledge about different aspects of financial advisory services has been highlighted by scholars of many disciplines, and calls for more in-depth studies of this practice have been put forward. The purpose of this thesis is to answer this call and, thereby, enhance knowledge about financial advisory services and the provision and receipt of advice occurring in a face-to-face encounter between a professional advisor and a consumer. LÄS MER

  3. 2. Rådgivningsansvar – särskilt avseende finansiell rådgivning och investeringsrådgivning

    Författare :Fredric Korling; Jan Kleineman; Stefan Lindskog; Stockholms universitet; []
    Nyckelord :SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; advice; advisor; financial advice; investment advice; adviser liability; tort; damages; MiFID; behavioral finance; consumer; accountant; lawyer; insurance intermediary; financial market; råd; rådgivning; finansiell rådgivning; investeringsrådgivning; finansrådgivning; placeringsrådgivning; rådgivaransvar; rådgivningsansvar; skadestånd; MiFID; behavioral finance; konsument; revisor; advokat; försäkringsförmedlare; värdepappersmarknad; Private law; Civilrätt; Tort law; Skadeståndsrätt; Contract law; Speciell avtalsrätt; Private Law; civilrätt;

    Sammanfattning : The liability incurred with respect to advisory services, particularly with respect to financial and investment advice, is the subject of this thesis. A number of factors that have influenced developments within the societal and regulatory environments in which advisory services are provided, primarily with respect to financial advice, are examined. LÄS MER

  4. 3. Visualizing Financial Futures

    Författare :Susanna Heyman; Henrik Artman; Inga-Lill Söderberg; Mario Romero Vega; Jenny Säve-Söderbergh; KTH; []
    Nyckelord :TEKNIK OCH TEKNOLOGIER; ENGINEERING AND TECHNOLOGY; Human-computer interaction; personal finance; fintech; behavioral economics; retirement saving; persuasive technology; financial literacy; data visualization; graph perception; external cognition; distributed cognition; Människa-datorinteraktion; Human-computer Interaction;

    Sammanfattning : Research on financial decision aids, systems designed to help people make financial decisions, is sparse. Previous research has often focused on the theoretical soundness of the advice that the systems provide. LÄS MER

  5. 4. Understanding the relationships between bank-customer relations, financial advisory services and saving behavior

    Författare :Cecilia Hermansson; Kent Eriksson; Lars Engwall; KTH; []
    Nyckelord :Saving behavior; consumer finance; consumer financial decision making; financial services; relationship marketing; exchange forms; saving motives; risk attitudes; financial literacy; Företagsekonomi; Business Studies;

    Sammanfattning : While the saving environment has become more complex in recent years, so has the demand for individual activity. Important impetuses include financial deregulation, globalization, technological change, and reformed pension systems. LÄS MER

  7. 5. Hit med pengarna! : Sparandets genealogi och den finansiella övertalningens vetandekonst

    Författare :Dick Forslund; Pierre Guillet de Monthoux; Thomas Bay; Adam Arvidsson; Stockholms universitet; []
    Nyckelord :SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; financial marketing; financial services; emotion; advertisement; subjectification; Finansiell marknadsföring; känsla; reklam; subjektivering; Business studies; Företagsekonomi; Business Administration; företagsekonomi;

    Sammanfattning : Idag pågår i hela västvärlden försök att finansiellt utbilda allmänheten. Vi möts överallt av finansiell reklam. I de nya budskapen om bra finansiellt beteende finns en ny slags moralism – det är tesen i denna avhandlings kritiska genealogi över penningsparandets påbjudna sanningar, moral och känsloliv under två århundraden. LÄS MER