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The Misguided Beliefs of Financial Advisors

Citations

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Cited by:

  1. Kamila Duraj & Daniela Grunow & Michael Haliassos & Christine Laudenbach & Stephan Siegel, 2025. "Rethinking the Stock Market Participation Puzzle: A Qualitative Approach," CESifo Working Paper Series 11980, CESifo.
  2. Sandro Ambuehl & Sebastian Blesse & Philipp Doerrenberg & Christoph Feldhaus & Axel Ockenfels, 2023. "Politicians’ Social Welfare Criteria – An Experiment with German Legislators," ifo Working Paper Series 391, ifo Institute - Leibniz Institute for Economic Research at the University of Munich.
  3. Fabian Wagner, 2024. "Determinants of conventional and digital investment advisory decisions: a systematic literature review," Financial Innovation, Springer;Southwestern University of Finance and Economics, vol. 10(1), pages 1-32, December.
  4. Maximilian Germann & Christoph Merkle, 2023. "Algorithm aversion in delegated investing," Journal of Business Economics, Springer, vol. 93(9), pages 1691-1727, November.
  5. Moritz Mosenhauer & Jakob Windisch, 2024. "National differences in gambling-driven stock trading behavior: evidence from a simulated trading game," Financial Markets and Portfolio Management, Springer;Swiss Society for Financial Market Research, vol. 38(4), pages 515-531, December.
  6. Chujun He & Zhonghao Huang & Xiangguo Li & Ye Luo & Kewei Ma & Yuxuan Xiong & Xiaowei Zhang & Mingyang Zhao, 2025. "Hierarchical AI Multi-Agent Fundamental Investing: Evidence from China's A-Share Market," Papers 2510.21147, arXiv.org.
  7. Zhang, Yan & Wang, Xiaoyang & Zhang, Wenwen, 2025. "The impacts of clan culture on private investment: Financing substitution and human capital accumulation," Journal of Asian Economics, Elsevier, vol. 97(C).
  8. Brühl, Volker & Radetzky, Marie-Therèse & Stolper, Oscar, 2025. "Shaping the compass? How sustainability preference elicitation guides investor demand," CFS Working Paper Series 737, Center for Financial Studies (CFS).
  9. Philippe d'Astous & Irina Gemmo & Pierre-Carl Michaud, 2022. "The Quality of Financial Advice: What Influences Client Recommendations?," NBER Working Papers 30205, National Bureau of Economic Research, Inc.
  10. Nobuyuki Hanaki & Bolin Mao & Tiffany Tsz Kwan Tse & Wenxin Zhou, 2024. "Valuing Algorithms Over Experts: Evidence from a Stock Price Forecasting Experiment," ISER Discussion Paper 1268r, Institute of Social and Economic Research, The University of Osaka, revised Jul 2025.
  11. Kling, Luisa & König-Kersting, Christian & Trautmann, Stefan T., 2023. "Investment preferences and risk perception: Financial agents versus clients," Journal of Banking & Finance, Elsevier, vol. 154(C).
  12. Christian Fieberg & Lars Hornuf & Maximilian Meiler & David J. Streich, 2025. "Using Large Language Models for Financial Advice," CESifo Working Paper Series 11666, CESifo.
  13. Jinesh Jain & Nidhi Walia & Simarjeet Singh & Esha Jain, 2022. "Mapping the field of behavioural biases: a literature review using bibliometric analysis," Management Review Quarterly, Springer, vol. 72(3), pages 823-855, September.
  14. Lu, Xiaomeng & Zhang, Xianjun & Guo, Jiaojiao & Yue, Pengpeng, 2024. "Digital finance era: Will individual investors become better players?," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 91(C).
  15. Gomes, Francisco & Haliassos, Michael & Ramadorai, Tarun, 2026. "New frontiers in household finance," LSE Research Online Documents on Economics 138280, London School of Economics and Political Science, LSE Library.
  16. Hussain, Tanveer & Loureiro, Gilberto, 2023. "Target industry takeover competition and the wealth effects of mergers and acquisitions: International evidence," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 89(C).
  17. d’Astous, Philippe & Gemmo, Irina & Michaud, Pierre-Carl, 2024. "The quality of financial advice: What influences recommendations to clients?," Journal of Banking & Finance, Elsevier, vol. 169(C).
  18. Chen, Rui & Ren, Jinjuan, 2022. "Do AI-powered mutual funds perform better?," Finance Research Letters, Elsevier, vol. 47(PA).
  19. Zhang, Junsheng & Peng, Zezhi & Zeng, Yamin & Yang, Haisheng, 2023. "Do big data mutual funds outperform?," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 88(C).
  20. Jingrui Pan & Shancun Liu & Qiang Zhang & Yaodong Yang, 2025. "Discrete Information Acquisition in Financial Markets," Mathematics, MDPI, vol. 13(4), pages 1-34, February.
  21. Andrew Grant & Oh Kang Kwon & Steve Satchell, 2024. "Properties of risk aversion estimated from portfolio weights," Journal of Asset Management, Palgrave Macmillan, vol. 25(5), pages 427-444, September.
  22. Edouard Augustin Ribes, 2024. "The need for data products in personal finance," SN Business & Economics, Springer, vol. 4(10), pages 1-20, October.
  23. Nicole Jonker & Anneke Kosse, 2022. "The interplay of financial education, financial inclusion and financial stability and the role of Big Tech," Contemporary Economic Policy, Western Economic Association International, vol. 40(4), pages 612-635, October.
  24. Reher, Michael & Sokolinski, Stanislav, 2024. "Robo advisors and access to wealth management," Journal of Financial Economics, Elsevier, vol. 155(C).
  25. Cruciani, Caterina & Gardenal, Gloria & Rigoni, Ugo, 2021. "Trust-formation processes in financial advisors: A structural equation model," The Quarterly Review of Economics and Finance, Elsevier, vol. 82(C), pages 185-199.
  26. Bjarne Florentsen & Ulf Nielsson & Peter Raahauge & Jesper Rangvid, 2022. "How Important is Affiliation Between Mutual Funds and Distributors for Fund Flows? [Is unbiased financial advice to retail investors sufficient? Answers from a large field study]," Review of Finance, European Finance Association, vol. 26(4), pages 971-1009.
  27. Lynn, Peter & Fumagalli, Laura & Muñoz-Bugarin, Jair, 2021. "Investigating the role of debt advice on borrowers’ well-being. An encouragement study on a new sample of over-indebted people in Britain," ISER Working Paper Series 2021-08, Institute for Social and Economic Research.
  28. Maarten Meeuwis & Jonathan A. Parker & Antoinette Schoar & Duncan Simester, 2022. "Belief Disagreement and Portfolio Choice," Journal of Finance, American Finance Association, vol. 77(6), pages 3191-3247, December.
  29. Brunen, Ann-Christine & Laubach, Oliver, 2022. "Do sustainable consumers prefer socially responsible investments? A study among the users of robo advisors," Journal of Banking & Finance, Elsevier, vol. 136(C).
  30. Edouard Ribes, 2023. "The need for data products in personal finance," Working Papers hal-04015599, HAL.
  31. Outlaw, Dominique, 2023. "Frenzied buyers and sophisticated sellers: How short sellers trade individual investors’ most purchased stocks," Journal of Behavioral and Experimental Finance, Elsevier, vol. 39(C).
  32. Babolmorad, N. & Bossaerts, P. & Massoud, N., 2025. "Viral but Vanishing: Investment Advisors, Social Media, and Regulation," Cambridge Working Papers in Economics 2576, Faculty of Economics, University of Cambridge.
  33. Grant Alexander Wilson & Jason Jogia, 2024. "Examining personal financial advisors’ knowledge, client recommendations, and personal investments in private real estate and real estate investment trusts (REITs)," Journal of Financial Services Marketing, Palgrave Macmillan, vol. 29(3), pages 729-744, September.
  34. deHaan, Ed & Li, Jiacui & Watts, Edward M., 2023. "Retail bond investors and credit ratings," Journal of Accounting and Economics, Elsevier, vol. 76(1).
  35. Mikhail Freer & Daniel Friedman & Simon Weidenholzer, 2023. "Motives for Delegating Financial Decisions," Papers 2309.03419, arXiv.org, revised Apr 2024.
  36. Duraj, Kamila & Grunow, Daniela & Chaliasos, Michael & Laudenbach, Christine & Siegel, Stephan, 2024. "Rethinking the stock market participation puzzle: A qualitative approach," SAFE Working Paper Series 441, Leibniz Institute for Financial Research SAFE.
  37. Eriksen, Kristoffer W. & Fest, Sebastian & Kvaløy, Ola & Dijk, Oege, 2022. "Fair advice," Journal of Banking & Finance, Elsevier, vol. 143(C).
  38. Scherer, Bernd & Lehner, Sebastian, 2025. "What drives robo-advice?," Journal of Empirical Finance, Elsevier, vol. 80(C).
  39. Rossi, Alberto G. & Utkus, Stephen, 2024. "The diversification and welfare effects of robo-advising," Journal of Financial Economics, Elsevier, vol. 157(C).
  40. Inmaculada Aguiar-Díaz & José Ramón Zagalaz-Jiménez, 2025. "Gap profile between subjective and objective financial risk tolerance," Risk Management, Palgrave Macmillan, vol. 27(4), pages 1-26, December.
  41. Karakoç, Gülen & Pagnozzi, Marco & Piccolo, Salvatore & Puopolo, Giovanni Walter, 2024. "Information acquisition and financial advice," Economic Modelling, Elsevier, vol. 141(C).
  42. Georgia E. Buckle & Wolfgang J. Luhan, 2023. "Do as I Do: Paternalism and Preference Differences in Decision-Making for Others," Working Papers in Economics & Finance 2023-07, University of Portsmouth, Portsmouth Business School, Economics and Finance Subject Group.
  43. Edelen, Roger M. & Fong, Kingsley Y.L. & Han, Jingyi, 2025. "Regulating inattention in fee-based financial advice," Journal of Financial Economics, Elsevier, vol. 164(C).
  44. Homa Molavi & Fariborz Rahimnia & Lihong Zhang, 2026. "Enhancing financial advisory quality in emerging markets: the role of strategic planning, FinTech adoption, and policy in service delivery," Financial Innovation, Springer;Southwestern University of Finance and Economics, vol. 12(1), pages 1-41, December.
  45. Meyer, Steffen & Uhr, Charline & Loos, Benjamin & Hackethal, Andreas, 2023. "Switching from commissions on mutual funds to flat-fees: How are advisory clients affected?," Journal of Economic Behavior & Organization, Elsevier, vol. 209(C), pages 423-449.
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