Vol. 32 No. 4 (2024): Financial Services Review

View Vol. 32 No. 4 (2024): Financial Services Review

DOI: https://doi.org/10.61190/fsr.v32i4

Published: 2024-12-02

Masthead

Financial Services Review Masthead

i-ii
- PDF

From the Editor

From the Editor

John Grable

i - ii
- PDF

Invited Paper

Artificial Intelligence in Accounting, Medicine, and Law with Potential Implications for Financial Planning: A Review of Literature

Ella Faulhaber, Charles Chaffin

1-11
- PDF

New Original Submission

Should Investors Defer Long-Term Gains in Taxable Stock Portfolios?

Jeff Whitworth

13-26
- PDF
Racial/Ethnic Disparities in Financial Advice Seeking: A Decomposition Analysis

Di Qing, Miranda Reiter

27-50
- PDF
Social Determinants of Health and Desirable Financial Behaviors The Mediation Effect of Financial Knowledge

Jia Qi, Yu Zhang, Sheri Worthy

51-77
- PDF
Improving Communication with Financial Consumers: Insights from a Study of Phone Call Phobia

Wookjae Heo, Yi Liu, Jae-min Lee

78-102
- PDF