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Financial planning: A research agenda for the next decade

Publication ,  Journal Article
Bogan, VL; Geczy, CC; Grable, JE
Published in: Financial Planning Review
June 1, 2020

We provide an informed discussion about challenges, opportunities and the future of research and practice in the field of financial planning over the next 10 years. As editors of Financial Planning Review, using a mix-methods approach and a survey of subject-matter expert views, we outline what we believe are some of the future key themes of financial planning. We also present an overview of the challenges and opportunities facing researchers who are working to build, inform, and expand the financial planning body of literature. Further, we discuss the financial planning-related topics that would benefit most from increased research and study.

Duke Scholars

Published In

Financial Planning Review

DOI

EISSN

2573-8615

Publication Date

June 1, 2020

Volume

3

Issue

2
 

Citation

APA
Chicago
ICMJE
MLA
NLM
Bogan, V. L., Geczy, C. C., & Grable, J. E. (2020). Financial planning: A research agenda for the next decade. Financial Planning Review, 3(2). https://doi.org/10.1002/cfp2.1094
Bogan, V. L., C. C. Geczy, and J. E. Grable. “Financial planning: A research agenda for the next decade.” Financial Planning Review 3, no. 2 (June 1, 2020). https://doi.org/10.1002/cfp2.1094.
Bogan VL, Geczy CC, Grable JE. Financial planning: A research agenda for the next decade. Financial Planning Review. 2020 Jun 1;3(2).
Bogan, V. L., et al. “Financial planning: A research agenda for the next decade.” Financial Planning Review, vol. 3, no. 2, June 2020. Scopus, doi:10.1002/cfp2.1094.
Bogan VL, Geczy CC, Grable JE. Financial planning: A research agenda for the next decade. Financial Planning Review. 2020 Jun 1;3(2).

Published In

Financial Planning Review

DOI

EISSN

2573-8615

Publication Date

June 1, 2020

Volume

3

Issue

2