[BOOK][B] An empirical study of financial planning theory and practice

RH Overton - 2007 - search.proquest.com
The purpose of this study was to identify foundational theories of financial planning and the
theories' applications and disciplines of origin. It is a step in creating one of the hallmarks of …

[PDF][PDF] Default Rates on Structured Finance Securities

DJ Lucas, LS Goodman, FJ Fabozzi - Journal of Fixed Income, 2004 - dl.fxf1.com
Receiu rating agency reports attack:\iong-held assumption ot partic-ipants in the structured
finance market: that asset-backed securities (ABS), connnercial mortgage-backed securities …

[CITATION][C] Rebalancing Equity Allocations

JD Stewart - The Journal of Investing, 2005 - Institutional Investor Journals …

[CITATION][C] The affect of organizational and individual learning from disruptive market events on financial advisor behavior

PA Hensler, S Perelli, T Lingham - … Research Report, Doctor of Management, Case …, 2011