Management Frameworks and Methods: Perspectives and Tools for Financial Service Professionals

William A. Kline; Richard S. Brown; Divya P Kuchimanchi

doi:10.2478/fprj-2021-0002

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Management Frameworks and Methods: Perspectives and Tools for Financial Service Professionals

Financial Planning Research Journal

Volume 7 (2021): Issue 1 (December 2021)

By: William A. Kline, Richard S. Brown and Divya P Kuchimanchi

Open Access

|Mar 2024

Abstract

In this paper, we highlight theoretical frameworks and practical tools in the management literature, which offer valuable perspectives for financial service professionals. More specifically, we review the core logic related to the creation of competitive advantage, as well as the necessary foundations for the application of readily-available analytical tools such as data envelopment analysis (DEA). We then integrate these foundations with the financial services landscape so that financial service professionals can leverage their understanding in areas of stock selection, portfolio management, data analytics, and practice management.

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Articles in this issue

DOI: https://doi.org/10.2478/fprj-2021-0002 | Journal eISSN: 2206-1355 | Journal ISSN: 2206-1347

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Language: English

Page range: 12 - 22

Published on: Mar 15, 2024

Published by: Financial Advice Association of Australia

In partnership with: Paradigm Publishing Services

Publication frequency: 2 issues per year

Keywords:

Resource-based view,

knowledgebased view,

competitive advantage,

data envelopment analysis,

firm performance

Related subjects:

Business and economics,

Political economics,

Economic theory, systems and structures,

Business management,

Business management, other,

Industries,

Banks, financial service provider, insurers

© 2024 William A. Kline, Richard S. Brown, Divya P Kuchimanchi, published by Financial Advice Association of Australia
This work is licensed under the Creative Commons Attribution 4.0 License.

Volume 7 (2021): Issue 1 (December 2021)