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Steven Lee
Jan 16, 20209 min read
The Professional Status of Financial Services, Part IV
This is the final piece of a four-part blog mini-series where I discuss the current and future status of financial services (and...
52 views
Steven Lee
Jan 13, 20208 min read
The Professional Status of Financial Services, Part III
This post is the third part of my four-part blog on the status of financial services when it comes to qualifying as a profession....
36 views
Steven Lee
Dec 8, 20197 min read
The Professional Status of Financial Services, Part II
In Part I of this mini-series of blog posts, I argued that financial services, broadly construed, fails to meet the definition of...
47 views
Steven Lee
Nov 11, 20195 min read
The Professional Status of Financial Services, Part I
Several years ago in my MBA program, I came across an article citing a study that found Americans trust Uber drivers more than financial...
126 views
Steven Lee
Nov 11, 20191 min read
1st Publication Rolls Out!
After a few weeks' delay due to a cyber attack on the journal's website (yes, really), my first peer-reviewed publication, co-authored...
39 views
Steven Lee
Oct 11, 20196 min read
Dealing with Critics
You have put-in close to 100 hours on your current project--a paper for a blog, a conference, Even though you've done all this before,...
9 views
Steven Lee
Sep 4, 20192 min read
First Peer-Reviewed Publication!
I am pleased to announce that our paper, "The Forced Registration of Hedge Funds in the United States" will be published in the October,...
12 views
Steven Lee
Aug 20, 20191 min read
SSRN Top 10% Author!!!
Just received this notification that I made SSRN’s top 10% of authors based on new downloads over the past 12 months. Pretty neat! SSRN...
21 views
Steven Lee
Aug 14, 20194 min read
"Nothing Is Certain, Except Death and Taxes...And Student Loan Debt": Part I
It has long been predicted that student loans would become a problem for the nation. In 2010, for the first time in United States...
44 views
Steven Lee
Jul 18, 20194 min read
Traditional vs Roth Accounts: Which is Better?
The question arises within both social and academic circles. The definitive answer, taking all possible factors into account, is...
35 views
Steven Lee
Jul 11, 20193 min read
My Newest Paper is on SSRN!
This is a piece I have been working on for a couple of years. It's titled, "Financial Services is Not a Profession." While I anticipate...
20 views
Steven Lee
Jul 8, 20192 min read
Achievement Unlocked: FINRA Arbitrator!
One week ago, I was informed that my application to join the ranks of the Financial Industry Regulatory Authority's (FINRA) roster of...
41 views
Steven Lee
Jul 2, 20191 min read
SSRN Top 10 List!
Yesterday, I received notification that my paper, "Financial Elder Abuse: A (Dis)Confirmatory Analysis" made the Social Science Research...
22 views
Steven Lee
Jun 28, 20193 min read
Acceptance to AFS '19!!!
Today, I received notice that my paper titled, "Financial Elder Abuse: A (Dis)Confirmatory Analysis" has been accepted for presentation...
12 views
Steven Lee
Jun 12, 20195 min read
The Power of the 401(k) Match
Recently, I came across an advertisement on Facebook where a financial advisor (a Certified Financial Planner or CFP no less!) argues...
29 views
Steven Lee
May 30, 20193 min read
How Fierce is the Academic Job Market?
It has been known for many years--probably since 1986 when Congress passed legislation outlawing mandatory retirement--that academic jobs...
30 views
Steven Lee
May 20, 20196 min read
Will Financial Exploitation Laws Save Our Seniors?
Over the past 15 months, authorities have promulgated efforts to stop America’s aging population from falling prey to scams and other...
18 views
Steven Lee
May 9, 20195 min read
Financial Advisor Compensation: A Primer
Charles Schwab is known as a giant in the industry not just for its commercials but lately its subscription service payment option for...
31 views
Steven Lee
May 3, 20195 min read
The Work Behind Research
There's a tremendous amount of work that goes into research. Like many other worthwhile pursuits, an onlooker will only see the top 1%...
13 views
Steven Lee
Apr 16, 20195 min read
"What Happened to My Refund?"
Many Americans are just now seeing changes to their tax situations as a result of the Tax Cuts & Jobs Act (TCJA) passed by Congress and...
11 views
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