Chuck Grace

University of Western Ontario - Richard Ivey School of Business

1151 Richmond Street North

London, Ontario N6A 3K7

Canada

SCHOLARLY PAPERS

4

DOWNLOADS

358

SSRN CITATIONS

1

CROSSREF CITATIONS

2

Scholarly Papers (4)

1.

Measuring Financial Advice: Aligning Client Elicited and Revealed Risk

Financial Planning Review 5, no. 4 (2022): e1151.
Number of pages: 51 Posted: 24 May 2021 Last Revised: 20 Feb 2024
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 123 (416,092)

Abstract:

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

2.

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 119 (426,414)
Citation 1

Abstract:

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cluster analysis, financial well-being

3.

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 116 (434,612)
Citation 4

Abstract:

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

4.

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

Thompson, John R.J., Longlong Feng, R. Mark Reesor, and Chuck Grace. "Know Your Clients’ behaviours: a cluster analysis of financial transactions." Journal of Risk and Financial Management 14, no. 2 (2021): 50.
Posted: 09 Jun 2020 Last Revised: 20 Feb 2024
University of British Columbia - Okanagan Campus, Wilfrid Laurier University, Wilfrid Laurier University and University of Western Ontario - Richard Ivey School of Business

Abstract:

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Machine Learning, Clustering, Behavioural Finance, Financial Advising