Financial Planning Review

Wiley

ABDC B

Recent paperssorted by most recent

Paper	Year	Citations
Scaling Empathy: How AI Enhances Advisor Communication Skills to Promote Financial Wellness Christina Lynn	2026	0 citations
Issue Information Unknown	2026	0 citations
Time Preferences, Financial Self‐Efficacy, and Financial Literacy: Relationships With Financial Well‐Being Indicators Jennifer Coats & Vickie L. Bajtelsmit	2026	0 citations
Exploring the Association Between Objective Financial Literacy and Perceived Change in Financial Well‐Being: An Ordered Probit Analysis Nasima Khatun et al.	2026	0 citations
Accredited Investors in the US Population Katherine Grace Carman & Alycia Chin	2026	0 citations
[Untitled] Unknown	2026	0 citations
Generative AI in Public‐Sector Retirement Plans: Behavioral Segmentation Beyond Demographics Eric T. Ludwig	2026	0 citations
Net Worth Optimization Thomas M. Idzorek & Paul D. Kaplan	2025	3 citations
Financial Capability, Behavior, Well‐Being, and Stress Among Financial Advisors Mustafa Nourallah et al.	2025	3 citations
Factors Associated With ESG Investment Attitude Van Dinh & Jing Jian Xiao	2025	3 citations
Echoes of Bias: An Analysis of ChatGPT in Financial Planner–Client Dialogs Chet R. Bennetts & E H Ludwig	2025	2 citations
Personal Worldview Conviction Is a Missing Piece in Financial Well‐Being Shane Enete & Eu Gene Chin	2025	2 citations
Creating and Testing a Personal Finance Motivation Scale Based on Self‐Determination Theory Jaclyn J. Beierlein & Lexi McCoy	2025	1 citations
Exploring Mothers' Experiences Returning to Work in Financial Planning: A Thematic Analysis Megan McCoy et al.	2025	1 citations
Life Insurance Product Type, Financial Knowledge, and Financial Adequacy Youngwon Nam et al.	2025	1 citations
Issue Information Stephen Horan et al.	2025	0 citations
[Untitled] Unknown	2025	0 citations
[Untitled] Unknown	2025	0 citations
[Untitled] Unknown	2025	0 citations
Willingness to Take Financial Risks and Portfolio Choice: The Moderating Role of Financial Planners' Advice Danah Jeong & Patryk Babiarz	2025	0 citations

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