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Financial Behavior
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Financial Behavior: Players, Services, Products, and Markets

H. Kent Baker, Greg Filbeck, and Victor Ricciardi

Abstract

This book provides a synthesis of the theoretical and empirical literature on the financial behavior of major stakeholders, financial services, investment products, and financial markets. It offers a different way of looking at financial and emotional well-being and the processing of beliefs, emotions, and behaviors related to money than provided by traditional academic finance. The book provides important insights into how cognitive and emotional biases influence various financial decision makers, services, products, and markets. Because noted scholars and practitioners write on their areas o ... More

Keywords: financial behavior, behavioral finance, cognitive biases, emotional issues, research

Bibliographic Information

Print publication date: 2017 Print ISBN-13: 9780190269999
Published to Oxford Scholarship Online: May 2017 DOI:10.1093/acprof:oso/9780190269999.001.0001

Authors

Affiliations are at time of print publication.

H. Kent Baker, editor
University Professor of Finance and Kogod Research Professor, Kogod School of Business, American University, Washington DC

Greg Filbeck, editor
Samuel P. Black III Professor of Finance and Risk Management, Penn State Erie, The Behrend College, Erie, PA

Victor Ricciardi, editor
Assistant Professor of Financial Management, Goucher College

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Contents

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Part One Financial Behavior and Psychology

1 Financial Behavior

H. Kent Baker, university Professor of FinanceKogod School of Business, American University Greg Filbeck, samuel P. Black III Professor of Finance and Risk ManagementPenn State Erie, The Behrend College Victor Ricciardi, assistant Professor of Financial ManagementGoucher College

2 The Financial Psychology of Players, Services, and Products

Victor Ricciardi, assistant Professor in Financial ManagementGoucher College

Part Two The Financial Behavior of Major Players

3 Individual Investors

Henrik Cronqvist, professor of FinanceSchool of Business Administration, University of Miami Danling Jiang, sunTrust Professor and Associate Professor of FinanceCollege of Business, Florida State University

4 Institutional Investors

Alexandre Skiba, assistant Professor of EconomicsDepartment of Economics of Finance, University of Wyoming Hilla Skiba, assistant Professor of Finance and Real EstateDepartment of Finance and Real Estate, Colorado State University

5 Corporate Executives, Directors, and Boards

John R. Nofsinger, professor and William H. Seward Endowed Chair in International FinanceUniversity of Alaska Anchorage Pattanaporn Chatjuthamard, associate Professor of FinanceChulalongkorn University

6 Financial Planners and Advisors

Benjamin F. Cummings, associate Professor of Behavioral FinanceThe American College of Financial Services.

7 Financial Analysts

Susan M. Young, associate Professor of AccountingGabelli School of Business, Fordham University

8 Portfolio Managers

Erik Devos, JP Morgan Chase Professor in Business Administration and Professor of Finance College of Business Administration, University of Texas - El Paso Andrew C. Spieler, professor of FinanceFrank G. Zarb School of Business, Hofstra University Joseph M. Tenaglia, emerging Markets Portfolio SpecialistEmerging Global Advisors

9 Financial Psychopaths

Deborah W. Gregory, assistant ProfessorBentley University

Part Three FINANCIAL AND INVESTOR PSYCHOLOGY OF SPECIFIC PLAYERS

10 The Psychology of High Net Worth Individuals

Rebecca Li-Huang, wealth Advisor

11 The Psychology of Traders

Duccio Martelli, assistant Professor of FinanceUniversity of Perugia

12 A Closer Look at the Causes and Consequences of Frequent Stock Trading

Michal Strahilevitz, visiting Associate ProfessorThe Center for Advanced Hindsight, Duke University

13 The Psychology of Women Investors

Margauerita M. Cheng, chief Executive OfficerBlue Ocean Global Wealth Sameer S. Somal, chief Financial OfficerBlue Ocean Global Wealth

14 The Psychology of Millennials

April Rudin, founder and PresidentRubin Group Catherine McBreen, managing DirectorSpectrem Group

Part Four THE PSYCHOLOGY OF FINANCIAL SERVICES

15 Psychological Aspects of Financial Planning

Dave Yeske, CFP®, managing Director, Yeske BuieDistinguished Adjunct Professor, Golden Gate University Elissa Buie, CFP®, CEO, Yeske BuieDistinguished Adjunct Professor, Golden Gate University

16 Financial Advisory Services

Jeroen Nieboer, research Fellow in Behavioural Science,London School of Economics and Political Science Paul Dolan, professor in Behavioural ScienceLondon School of Economics and Political Science Ivo Vlaev, professor in Behavioural ScienceUniversity of Warwick

17 Insurance and Risk Management

James M. Moten JR., CFP®, ChFC®, RICP®, CRPC, CMFC, assistant Professor of FinanceEast Central University C. W. Copeland, ChFC®, RICP®, CLU, assistant Professor of InsuranceThe American College of Financial Services

18 Psychological Factors in Estate Planning

John J. GuerinOwnerDelta Psychological Associates, P.C.L. Paul Hood Jr., director of Planned GivingThe University of Toledo Foundation

19 Individual Biases in Retirement Planning and Wealth Management

James E. Brewer Jr., president, Envision Wealth Planning Charles H. Self III, chief Investment Officer, iSectors

Part Five THE BEHAVIORAL ASPECTS OF INVESTMENT PRODUCTS AND MARKETS

20 Traditional Asset Allocation Securities

Christopher Milliken, vice President, Portfolio ManagementHennion & Walsh Asset Management Ehsan Nikbakht, professor of Finance Frank G. Zarb, school of Business, Hofstra University Andrew C. Spieler, professor of Finance Frank G. Zarb, school of Business, Hofstra University

21 Behavioral Aspects of Portfolio Investments

Nathan Mauck, assistant ProfessorUniversity of Missouri – Kansas City

22 Current Trends in Successful International M&As

Nancy Hubbard, miriam Katowitz (’73) Endowed Chair in Management and AccountingGoucher College

23 Art and Collectibles for Wealth Management

Peter J. May, independent Wealth Advisor

Part Six MARKET EFFICIENCY ISSUES

24 Behavioral Finance Market Hypotheses

Alex Plastun, associate Professor Ukrainian Academy of Banking

25 Stock Market Anomalies

Steve Z. Fan, associate Professor of FinanceUniversity of Wisconsin Whitewater Linda Yu, professor of FinanceUniversity of Wisconsin Whitewater

26 The Psychology of Speculation in the Financial Markets

Victor Ricciardi, assistant Professor in Financial Management Goucher College

27 Can Humans Dance with Machines?

Irene Aldridge, managing Director, Able Alpha Trading, Ltd. and Able Markets, Director, Big Data Finance

Part Seven THE APPLICATION AND FUTURE OF BEHAVIORAL FINANCE

28 Applications of Client Behavior

Harold Evensky, CFP, chairman, Evensky & Katz/Foldes FinancialProfessor of Practice, Texas Tech University

29 Practical Challenges of Implementing Behavioral Finance

Greg B. Davies, founding Partner, Centapse, London Associate Fellow, Oxford, Säid Business School Peter Brooks, behavioral Finance Transformation Director Barclays, London

30 The Future of Behavioral Finance

Michael Dowling, associate Professor in Finance ESC Rennes School of Business Brian Lucey, professor of FinanceTrinity Business School, Trinity College Dublin