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Article
Reducing Wealth Volatility: The Value of Financial Advice as Measured by Zeta
Journal of Financial Planning (2014)
  • John E. Grable, University of Georgia
  • Swarn Chatterjee, University of Georgia
Abstract

This study finds that respondents who met with a financial adviser experienced less wealth volatility, on a risk-adjusted basis. Results suggest that the financial planning advice adds value that is quantifiable and measurable in terms of reducing wealth volatility across time.

Keywords
  • Financial Planning,
  • Wealth Management,
  • Investments,
  • Sharpe Ratio,
  • Modigliani Ratio,
  • Portfolio Management,
  • Investment Advice
Publication Date
August, 2014
Citation Information
John E. Grable and Swarn Chatterjee. "Reducing Wealth Volatility: The Value of Financial Advice as Measured by Zeta" Journal of Financial Planning Vol. 27 Iss. 8 (2014)
Available at: http://works.bepress.com/swarn_chatterjee/14/