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The History of Financial Advice

财务咨询的历史

基本信息

批准号：
AH/N003241/1
负责人：
Nicky Marsh
金额：
$ 46.17万
依托单位：
University of Southampton
依托单位国家：
英国
项目类别：
Research Grant
财政年份：
2016
资助国家：
英国
起止时间：
2016 至无数据
项目状态：
已结题

来源：
https://gtr.ukri.org/projects?ref=AH%2FN003241%2F1
关键词：
History Financial Advice

项目摘要

'The History of Financial Advice' provides the first thorough study of a genre of writing that has amassed a huge readership, and had major social and economic effects, but which has remained largely neglected by cultural and economic historians and by literary critics. As Lendol Calder writes in the recent Oxford Handbook of the History of Consumption (2012), 'the print culture that helped people make sense of money through financial advice', still 'awaits its historian', despite the fact that 'concerns about money - how to get it, how to save it, how to invest, multiply and spend it - have likely sold more books in the last two hundred years than any other subject after religion'.The project charts the history of personal financial advice literature as it has developed in Britain and the United States, ranging from the private letters and domestic advice manuals of the eighteenth century to the emergence of financial journalism and investment advice in the nineteenth century to the proliferation of popular financial novels, lifestyle guides and blogs in the late twentieth and early twenty-first centuries. Drawing on approaches to the study of rhetoric and narrative central to literary and cultural studies, the project investigates how works of financial advice have succeeded in appealing to the desires and fantasies of their readers, despite a lack of evidence for the efficacy of the investment strategies such works propound. Making use of the strand of social science known as 'Cultural Economy', the project also considers how financial advice has shaped public perceptions of, and activities in, financial markets, such that the genre has actively made and remade the very markets about which it advises.The project team will make a major contribution to the scholarship on popular interactions with finance by researching and writing the first comprehensive study of the history of financial advice in Britain and the United States, beginning in the Financial Revolution of the early eighteenth century and moving through to the present. Members of the team will share this research with fellow researchers at prominent international conferences in the fields of cultural, economic and business history. The project team will also build on established relationships with representatives of the financial services industry, as well as financial regulators, educators, charities and policy makers, to share ideas in workshops, provide training sessions and collaborate in the development of initiatives in financial literacy, regulatory policy and professional practice. As part of the project, the team will collect, catalogue and annotate an archive of financial advice literature. Acquisition of the archive will be funded by the UK's first dedicated library of financial writing, run by Didasko the financial education charity, which will also provide a permanent home for the collection, where it will be available for consultation by students, academics, industry trainees and the general public, aided by a purpose-written guide produced by the project team. The key findings of the research will also be made readily and widely accessible to the public through the production of a short film to the made available online, with the working title 'What Three Centuries of Financial Advice Can Teach You'.'The History of Financial Advice' will both mark a landmark in scholarship and achieve a major impact on the ways in which financial 'insiders' and 'outsiders' alike think about and participate in markets.

《金融建议史》首次对这一体裁进行了深入研究，这一体裁已经积累了大量读者，并产生了重大的社会和经济影响，但在很大程度上仍被文化和经济史学家以及文学评论家所忽视。正如伦德尔·考尔德在最近出版的《牛津消费史手册》(2012)中所写的那样，《帮助人们通过理财建议理解金钱的印刷文化》仍在等待历史学家，尽管在过去两百年里，人们对金钱的担忧--如何获取、如何储蓄、如何投资、增值和消费--卖出的书可能比宗教以外的任何其他学科都多。该项目展示了个人理财建议文学在英国和美国的发展历史。从18世纪的私人书信和国内咨询手册到19世纪金融新闻业和投资咨询的出现，再到20世纪末和21世纪初流行的金融小说、生活方式指南和博客的激增。该项目借鉴了文学和文化研究中修辞和叙事的核心研究方法，调查了金融建议作品如何成功地迎合了读者的欲望和幻想，尽管缺乏证据证明这些作品提出的投资策略的有效性。该项目还利用被称为“文化经济”的社会科学分支，研究了金融咨询如何塑造公众对金融市场的看法和金融市场中的活动，从而使这一流派积极地创造和重塑了它所建议的市场。该项目团队将通过研究和撰写英国和美国金融咨询历史的第一篇综合研究，对金融与金融的流行互动做出重大贡献，从18世纪初的金融革命开始，一直持续到现在。团队成员将在文化、经济和商业史领域的知名国际会议上与其他研究人员分享这项研究。项目组还将与金融服务业代表以及金融监管机构、教育工作者、慈善机构和政策制定者建立已建立的关系，在研讨会上交流想法，提供培训课程，并在金融知识、监管政策和专业实践方面开展合作。作为该项目的一部分，该小组将收集、编目和注释一份财务建议文献档案。购买档案的资金将来自英国第一个专门的金融写作图书馆，由金融教育慈善机构Didasko运营，该图书馆还将为这些藏品提供一个永久的住所，在项目团队制作的目的明确的指南的帮助下，这些藏品将供学生、学者、行业实习生和普通公众参考。这项研究的主要发现还将通过制作一部短片在网上发布，方便公众广泛了解。短片的暂定标题是《三个世纪的理财建议能教你什么》。《理财建议史》既是学术上的一个里程碑，也将对金融“局内人”和“局外人”思考和参与市场的方式产生重大影响。