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Drawing on a comprehensive review of academic journal articles, the report reviews patterns of investor behavior that may be suboptimal and factors that may lead to such patterns. role of behavioral finance from the perspective of prospect theory, overconfidence and human sentiment, as well as More information...
Audience: Researcher
Type of Resource: Report
Tags: Behavioral Economics
Date: 3/4/2013
To accompany Hands-On Learning to Build Financial Habits: Federal Resources to Encourage School-Based and Youth Savings Programs, this document is intended to provide information on non-governmental research and resources that may be useful to financial institutions, state, local, or tribal More information...
Audience: Individual Youth
Type of Resource: Article Consumer report Guidance Report Tools Websites
Tags: hands on, hands-on, child savings, child, savings, resource, research, youth
Date: 3/24/2015
Statistical supplement to the Current Population Survey that provides estimates and insights into the unbanked and underbanked populations of the United States. More information...
Audience: Individual
Type of Resource: Survey Data Report Website
Tags: Bank account ownership, checking account ownership, savings account ownership, automated deposits, consumer credit, alternative financial services, prepaid debit cards, mobile banking, banking methods, money orders, check cashing, remittances, rent-to-own transactions, payday loans, pawn shops, auto title loans, refund anticipation loans.
Date: 11/25/2014
This report presents insights that can be helpful to researchers, practitioners, and funders undertaking or contemplating rigorous research into the effectiveness of different financial capability approaches. It summarizes the successful strategies and pitfalls of conducting rigorous evaluation of More information...
Audience: Individual
Type of Resource: Report
Tags: Program evaluation, Randomized control trial, Financial capability
Date: 6/12/2014
During 2011 and part of 2012, the FDIC conducted a second nationwide survey of FDIC-insured depository institutions to assess their efforts to serve unbanked and underbanked individuals and families. This survey focuses on banks' basic transaction and savings account programs, auxiliary product and More information...
Audience: Researcher
Type of Resource: Article Survey Data Report
Date: 7/26/2013
In theory, financial professionals are relatively distinct: A broker conducts transactions in securities on behalf of others; a dealer buys and sells securities for his or her own accounts; and an investment adviser provides advice to others regarding securities. Broker-dealers and investment More information...
Audience: Researcher
Type of Resource: Report
Tags: Regulation
Date: 3/4/2013
This study conducted by the U.S. Office of Personnel Management (OPM) examines rates of participation in the Federal Thrift Savings Plan (TSP) in calendar year 2007 by ethnicity and gender. OPM found that minorities are less likely to participate in TSP (82.5 percent of minorities versus 87.8 More information...
Audience: Individual
Type of Resource: Report
Tags: Federal Thrift Savings Plan, TSP
Date: 3/4/2013
To understand the wide range of information sources consumers could be exposed to in making financial decisions, we commissioned a study of the size and scope of the financial information field. The results give an overall indication of the relative amounts spent in the U.S. on financial education More information...
Audience: Researcher Teacher
Type of Resource: Report
Tags: Financial Education Field, Financial Industry Marketing
Date: 6/12/2014
This article summarizes results from the FDIC's Model Safe Accounts pilot, which was launched to determine the feasibility of banks offering affordable transaction and savings accounts to bring more individuals into the financial mainstream. More information...
Audience: Researcher
Type of Resource: Article Report
Date: 7/26/2013
In 2008, the SEC commissioned a survey to evaluate "plain English" rules approved in 1998 with the goal of making mandated disclosures simpler, clearer and more useuful. Abt SBRI conducted the telephone survey on a national sample of 1000 adults who invested in stocks, bonds and/or mutual funds More information...
Audience: Researcher
Type of Resource: Report
Tags: Disclosure
Date: 3/4/2013