John R.J. Thompson

University of British Columbia - Okanagan Campus

2329 West Mall

Vancouver, British Columbia BC V6T 1Z4

Canada

http://www.researchgate.net/

Financial Wellness Lab at Western University

Research

1151 Richmond Street

Suite 2

London, Ontario N6A 5B8

Canada

SCHOLARLY PAPERS

2

DOWNLOADS

128

SSRN CITATIONS

0

CROSSREF CITATIONS

0

Scholarly Papers (2)

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 128 (415,833)

Abstract:

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

2.

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
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:

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Machine Learning, Clustering, Behavioural Finance, Financial Advising