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Journal of Financial Economics Vol. 164 2025

Regulating inattention in fee-based financial advice

Roger M. Edelen1; Kingsley Y. L. Fong2; Jingyi Han2

1 Virginia Tech · 2 UNSW Sydney

Abstract

We study the impact of disclosure and inattention on the decision to retain fee-based financial advice using a two-tiered natural regulatory experiment. Increased salience in fee disclosure raises the drop rate for advice, implying improved attention — particularly for relatively sophisticated investors. However, a novel auto-drop requirement for inattentive investors generates far more drops, implying limited attention despite salient disclosure — particularly for the unsophisticated. Contrary to studies of commission-based advice, we find that investors benefit from fee-based advice. Benefits are higher for less sophisticated investors, who tend to be detrimentally auto-dropped. Drops triggered by salient disclosure tend to be beneficial.

DOI
10.1016/j.jfineco.2024.103985
Volume
164
Pages
103985
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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