{"title":"财务建议在退休计划中的实际应用及价值","authors":"W. V. Harlow, K. Brown, Stephen E. Jenks","doi":"10.3905/pa.8.3.403","DOIUrl":null,"url":null,"abstract":"Practical Applications Summary In The Use and Value of Financial Advice for Retirement Planning, from the Winter 2020 issue of The Journal of Retirement, W. Van Harlow, formerly of Empower Retirement; Keith Brown of the University of Texas; and Stephen Jenks of Empower Retirement examined the characteristics of individuals who received professional advice for retirement planning and the economic value of the results. The authors surveyed more than 4,000 working households to assess their demographics as well as their investment and behavioral characteristics. The results reveal that the retirement income replacement earned by advised households tends to be 15 percentage points higher than that of unadvised households. TOPICS: Retirement, quantitative methods, portfolio construction","PeriodicalId":179835,"journal":{"name":"Practical Application","volume":"8 1","pages":"0"},"PeriodicalIF":0.0000,"publicationDate":"2020-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"Practical Applications of The Use and Value of Financial Advice for Retirement Planning\",\"authors\":\"W. V. Harlow, K. Brown, Stephen E. Jenks\",\"doi\":\"10.3905/pa.8.3.403\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"Practical Applications Summary In The Use and Value of Financial Advice for Retirement Planning, from the Winter 2020 issue of The Journal of Retirement, W. Van Harlow, formerly of Empower Retirement; Keith Brown of the University of Texas; and Stephen Jenks of Empower Retirement examined the characteristics of individuals who received professional advice for retirement planning and the economic value of the results. The authors surveyed more than 4,000 working households to assess their demographics as well as their investment and behavioral characteristics. The results reveal that the retirement income replacement earned by advised households tends to be 15 percentage points higher than that of unadvised households. TOPICS: Retirement, quantitative methods, portfolio construction\",\"PeriodicalId\":179835,\"journal\":{\"name\":\"Practical Application\",\"volume\":\"8 1\",\"pages\":\"0\"},\"PeriodicalIF\":0.0000,\"publicationDate\":\"2020-09-30\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Practical Application\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.3905/pa.8.3.403\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"\",\"JCRName\":\"\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Practical Application","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.3905/pa.8.3.403","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"","JCRName":"","Score":null,"Total":0}
引用次数: 0
摘要
《退休计划财务建议的使用和价值的实际应用总结》，摘自《退休杂志》2020年冬季号，W. Van Harlow，原Empower Retirement;德克萨斯大学的基思·布朗;Empower Retirement的斯蒂芬·詹克斯(Stephen Jenks)研究了接受退休计划专业建议的个人的特征和结果的经济价值。作者调查了4000多个工薪家庭，以评估他们的人口结构、投资和行为特征。结果显示，建议家庭的退休收入替代比未建议家庭高15个百分点。主题:退休，定量方法，投资组合构建
Practical Applications of The Use and Value of Financial Advice for Retirement Planning
Practical Applications Summary In The Use and Value of Financial Advice for Retirement Planning, from the Winter 2020 issue of The Journal of Retirement, W. Van Harlow, formerly of Empower Retirement; Keith Brown of the University of Texas; and Stephen Jenks of Empower Retirement examined the characteristics of individuals who received professional advice for retirement planning and the economic value of the results. The authors surveyed more than 4,000 working households to assess their demographics as well as their investment and behavioral characteristics. The results reveal that the retirement income replacement earned by advised households tends to be 15 percentage points higher than that of unadvised households. TOPICS: Retirement, quantitative methods, portfolio construction
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