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Financial planning: A research agenda for the next decade
Author(s) -
Bogan Vicki L.,
Geczy Christopher C.,
Grable John E.
Publication year - 2020
Publication title -
financial planning review
Language(s) - English
Resource type - Journals
ISSN - 2573-8615
DOI - 10.1002/cfp2.1094
Subject(s) - financial plan , subject matter , finance , subject matter expert , key (lock) , business , political science , computer science , expert system , computer security , artificial intelligence , law , curriculum
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.