2006年财务规划外文翻译--性别对个人财务规划过程的影响

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1、7300 英文单词， 4万英文字符 ， 中文 1.2万字 文献出处： Stendardi E J, Graham J F, OReilly M. The impact of gender on the personal financial planning process: Should financial advisors tailor their process to the gender of the client?J. Humanomics, 2006, 22(4): 223-238. The impact of gender on the personal financial pla

2、nning process Should financial advisors tailor their process to the gender of the client? Edward J. Stendardi and Judy F. Graham ;Mary OReilly Abstract Purpose To research the gender literature in order to determine whether it is advisable for a financial advisor to adjust their planning and advisin

3、g processes based on the gender of their client. Design/methodology/approach To correlate the gender literature with the personal financial planning process in order to determine whether advisors should adjust their approach based on the gender of their client. Findings The gender literature reveals

4、 significant differences concerning how men and women invest; consequently, it is felt that it is advisable for financial advisors to tailor their approach based on the gender of their client. Research limitations/implications The financial planning process should be modified to incorporate the gend

5、er of the client. Practical implications Financial advisors should tailor their approach to the gender of their clients in order to ideal with them more effectively. Originality/value As female investors grow in importance, processes should be modified or adjusted in order to accommodated their pref

6、erences. Keywords： Gender, Investors, Women, Personal finance Introduction It is widely recognized that women have been growing in financial importance in recent decades. In fact, Kover (1999) estimates that nine out of ten women will be in charge of their familys finances at some point in their lives. Moreover, the impact of gender on financial decision-making in general and on the investment process specifically has been of increasing interest to both researchers and practiti