373 citations
Counting papers with at most 25 authors, so collaboration author lists do not stand in for the people here.
- Western UniversityCA8 papers
- University of TorontoCA3 papers
- University of WaterlooCA3 papers
- IBM Research - IrelandIE2 papers
- Wilfrid Laurier UniversityCA2 papers
- Columbia UniversityUS1 paper
- IBM (Canada)CA1 paper
- IBM (Ireland)IE1 paper
- Kelowna General HospitalCA1 paper
- Lehigh UniversityUS1 paper
- London School of Business and FinanceGB1 paper
- Technische Universität BerlinDE1 paper
Showing econ.EMShow all
2 papers · 1 filter
econ.EM2021★ 4 cited
Measuring Financial Advice: aligning client elicited and revealed risk
John R. J. Thompson, Longlong Feng, R. Mark Reesor +2
Financial advisors use questionnaires and discussions with clients to determine a suitable portfolio of assets that will allow clients to reach their investment objectives. Financi…
econ.EM2020★ 20 cited
Know Your Clients' behaviours: a cluster analysis of financial transactions
John R. J. Thompson, Longlong Feng, R. Mark Reesor +1
In Canada, financial advisors and dealers are required by provincial securities commissions and self-regulatory organizations--charged with direct regulation over investment dealer…