Chuck Grace

University of Western Ontario - Richard Ivey School of Business

1151 Richmond Street North

London, Ontario N6A 3K7

Canada

  • University of Western Ontario - Richard Ivey School of Business

SCHOLARLY PAPERS

4

DOWNLOADS

283

SSRN CITATIONS

1

CROSSREF CITATIONS

2

Scholarly Papers (4)

Actions:
Email selected abstracts
1.

Measuring Financial Advice: Aligning Client Elicited and Revealed Risk

Number of pages: 51 Posted: 24 May 2021
John R.J. Thompson, Longlong Feng, R. Mark Reesor, Chuck Grace and Adam Metzler
University of British Columbia - Okanagan Campus, Wilfrid Laurier University, Wilfrid Laurier University, University of Western Ontario - Richard Ivey School of Business and Wilfrid Laurier University - Department of Mathematics
Downloads 102 (397,349)

Abstract:

Loading...

Risk measures, Value-at-risk, Portfolio management, Financial advice, Client-advisor relationship

2.

Next-Gen Financial Advice: Digital Innovation and Canada’s Policymakers

C.D. Howe Institute Commentary 538 (2019)
Number of pages: 28 Posted: 22 Apr 2019
Chuck Grace
University of Western Ontario - Richard Ivey School of Business
Downloads 100 (402,641)
Citation 4

Abstract:

Loading...

Financial Services and Regulation; Consumers' Interests and Protection; Financial Innovation And Technology

3.

Learning About Financial Health in Canada

Number of pages: 39 Posted: 10 Jan 2020 Last Revised: 13 Jul 2020
Adam Metzler, Yuhao Zhou and Chuck Grace
Wilfrid Laurier University - Department of Mathematics, Wilfrid Laurier University, Canada and University of Western Ontario - Richard Ivey School of Business
Downloads 81 (459,301)
Citation 1

Abstract:

Loading...

cluster analysis, financial well-being

4.

Know Your Clients' Behaviours: A Cluster Analysis of Financial Transactions

Posted: 09 Jun 2020
John R.J. Thompson, Longlong Feng, R. Mark Reesor and Chuck Grace
University of British Columbia - Okanagan Campus, Wilfrid Laurier University, Wilfrid Laurier University and University of Western Ontario - Richard Ivey School of Business

Abstract:

Loading...

Machine Learning, Clustering, Behavioural Finance, Financial Advising