Works matching Financial planners

Results: 4563

Household use of financial planners: Measurement considerations for researchers.

Published in:

Financial Services Review, 2016, v. 25, n. 4, p. 427

By:

Heckman, Stuart J.;
Seay, Martin C.;
Kyoung Tae Kim;
Letkiewicz, Jodi C.

Publication type:

Article

Decomposing the Gender Divorce Gap Among Personal Financial Planners.

Published in:

Journal of Family & Economic Issues, 2020, v. 41, n. 1, p. 19, doi. 10.1007/s10834-019-09655-x

By:

Lurtz, Meghaan R.;
Tharp, Derek T.;
Mielitz, Katherine S.;
Kitces, Michael;
Ammerman, D. Allen

Publication type:

Article

Financial Planners and Philanthropic Planning.

Published in:

Voluntas: International Journal of Voluntary & Nonprofit Organizations, 2012, v. 23, n. 2, p. 350, doi. 10.1007/s11266-011-9206-4

By:

Wymer, Walter;
Scaife, Wendy;
McDonald, Katie

Publication type:

Article

Investment Strategies During the Great Recession: Who Remains Calm, and Who Panics?--The Role of Financial Planners.

Published in:

Journal of Personal Finance, 2021, v. 20, n. 1, p. 51

By:

Shan Lei

Publication type:

Article

Changes in Household Net Financial Assets After the Great Recession: Did Financial Planners Make a Difference?

Published in:

Journal of Personal Finance, 2020, v. 19, n. 1, p. 9

By:

Goetz, Joseph W.;
Palmer, Lance;
Lini Zhang;
Chatterjee, Swarn

Publication type:

Article

Financial Planners: Educating Widows in Personal Financial Planning.

Published in:

Journal of Financial Counseling & Planning, 2010, v. 21, n. 2, p. 3

By:

Korb, Brian R.

Publication type:

Article

The effect of risk literacy and visual aids on portfolio choices among professional financial planners.

Published in:

Financial Services Review, 2021, v. 29, n. 3, p. 209, doi. 10.61190/fsr.v29i3.3457

By:

Lurtz, Meghaan R.;
Kothakota, Michael G.;
Heckman, Stuart J.;
Archuleta, Kristy

Publication type:

Article

Financial planners in Australia: an evaluation of gaps in technical and behavioral skills.

Published in:

Financial Services Review, 2007, v. 16, n. 3, p. 211

By:

Jackling, Beverley;
Sullivan, Colin

Publication type:

Article

The Ethical Orientation of Financial Planners Who Are Engaged in Investment Activities: A Comparison of United States Practitioners Based on Professionalization and Compensation Sources.

Published in:

Journal of Business Ethics, 2000, v. 28, n. 4, p. 323, doi. 10.1023/A:1006258813653

By:

Bigel, Kenneth S.

Publication type:

Article

An approach to understanding the professionalism of financial planners.

Published in:

Journal of Business Systems, Governance & Ethics, 2011, v. 6, n. 3, p. 1, doi. 10.15209/jbsge.v6i3.205

By:

Bruce, Ken;
Ahmed, Abdullahi;
Huntly, Helen

Publication type:

Article

Exploring Perceptions of Graduates' Experiences That Impact Certified Financial Planner Certification: A Multiple Case Inquiry.

Published in:

Journal of Financial Counseling & Planning, 2019, v. 30, n. 2, p. 323, doi. 10.1891/1052-3073.30.2.323

By:

Archuleta, Kristy L.;
Stueve, Cherie;
Stebbins, Richard;
Kemnitz, Randy J.;
Chaffin, Charles R.;
Williams, Kelley K.;
Poplaski, Stephen C.;
Sages, Ronald A.;
Tibbetts, Racquel Heath;
Burr, Emily A.

Publication type:

Article

Financial Risk Attitude and Behavior: Do Planners Help Increase Consistency?

Published in:

Journal of Family & Economic Issues, 2016, v. 37, n. 4, p. 624, doi. 10.1007/s10834-015-9469-9

By:

Park, Eric;
Yao, Rui

Publication type:

Article

The DOL Wants Ethically and Competently ERISA IRA Rollovers: Then Let ONLY Professional Financial Planners Do It.

Published in:

Compensation & Benefits Review, 2014, v. 46, n. 1, p. 48, doi. 10.1177/0886368714529916

By:

Phillips, Emir

Publication type:

Article

Building Relationships with the Next Generation of Financial Planners.

Published in:

Journal of Financial Planning, 1998, v. 11, n. 2, p. 117

By:

Putnam, Kristy;
Chakravarty, Sugato

Publication type:

Article

Are There Racial and Gender Preferences When Hiring a Financial Planner? An Experimental Design on Diversity in Financial Planning.

Published in:

Journal of Financial Counseling & Planning, 2022, v. 33, n. 3, p. 344, doi. 10.1891/JFCP-2021-0027

By:

Reiter, Miranda;
Seay, Martin;
MacDonald, Maurice;
Lutter, Sonya;
Loving, Ajamu

Publication type:

Article

Variance in Financial Plan Pricing for Identical Consumers: A vignette study of financial planners found significant variance in how financial planners with the same and different service models would charge the same clients.

Published in:

Journal of Financial Planning, 2023, v. 36, n. 3, p. 58

By:

Yerger, Daniel M.;
Seay, Martin;
MacDonald, Maurice

Publication type:

Article

Who Changes Their Financial Planner?

Published in:

Journal of Financial Planning, 2018, v. 31, n. 8, p. 48

By:

Fulk, Martha;
Watkins, Kimberly;
Grable, John;
Kruger, Michelle

Publication type:

Article

Financial Planner as Healer: Maximizing the Role of Financial Health Physician.

Published in:

Journal of Financial Planning, 2016, v. 29, n. 12, p. 52

By:

Klontz, Bradley T.;
Van Zutphen, Neal;
Fries, Kate

Publication type:

Article

The impact of financial planning designations on financial planner income.

Published in:

Service Industries Journal, 2012, v. 32, n. 8, p. 1393, doi. 10.1080/02642069.2010.545879

By:

Arman, Jesse;
Shackman, Joshua

Publication type:

Article

Financial Planner or Financial Counselor: The Differences are Significant.

Published in:: Journal of Consumer Affairs, 1986, v. 20, n. 1, p. 142, doi. 10.1111/j.1745-6606.1986.tb00373.x
Publication type:: Article

A Financial Planner Who's Beyond Numbers.

Published in:

Journal of Financial Planning, 2007, p. 22

By:

Yip, Pamela

Publication type:

Article

Viewpoint: Financial Plans Are Not Comprehensive; Financial Planners Are Not Fiduciaries.

Published in:: 2006
Publication type:: Essay

Are Financial Planners 'Barely' Prepared?….

Published in:: Journal of Financial Planning, 2006, v. 19, n. 4, p. 10
Publication type:: Article

Reducing Stress and Burnout for Financial Planners.

Published in:

Journal of Financial Planning, 2005, v. 18, n. 10, p. 64

By:

Koesten, Joy

Publication type:

Article

Investors Badly Confused About Advisory Role of Brokers and Financial Planners...

Published in:: Journal of Financial Planning, 2005, v. 18, n. 1, p. 19
Publication type:: Article

How Financial Planners Can Add Value to the Estate Planning Process.

Published in:

Journal of Financial Planning, 2003, v. 16, n. 12, p. 60

By:

Weininger, Bruce A.

Publication type:

Article

The Retirement Clock Is Ticking: Are Financial Planners Failing Americans?

Published in:

Journal of Financial Planning, 2003, v. 16, n. 8, p. 34

By:

Opiela, Nancy

Publication type:

Article

Options for Future Regulation of Financial Planners, Part II.

Published in:

Journal of Financial Planning, 2002, v. 15, n. 7, p. 90

By:

Macey, Jonathan R.

Publication type:

Article

Financial Planner DNA.

Published in:

Journal of Financial Planning, 2002, v. 15, n. 7, p. 30

By:

Thompson, Duane R.

Publication type:

Article

Options for Future Regulation of Financial Planners, Part I.

Published in:

Journal of Financial Planning, 2002, v. 15, n. 6, p. 92

By:

Macey, Jonathan R.

Publication type:

Article

Effective Retirement for Family Business Owner-Managers: Perspectives of Financial Planners, Part I.

Published in:

Journal of Financial Planning, 2001, v. 14, n. 6, p. 102

By:

Potts, Tom L.

Publication type:

Article

Provision of 401(k) Plan Investment Advice: Trap for the Unwary Financial Planner.

Published in:

Journal of Financial Planning, 2001, v. 14, n. 6, p. 30

By:

Miller, Evan

Publication type:

Article

Client Relationships Should Be the Focus in the Financial Planner's Changing World of Compensation.

Published in:

1998

By:

Spatafore, Anthony R.

Publication type:

Editorial

What Financial Planners Need To Know About Sexual Harassment.

Published in:

Journal of Financial Planning, 1997, v. 10, n. 5, p. 103

By:

Cronin, Frank

Publication type:

Article

THE AGING OF AMERICA: AN OVERVIEW FOR FINANCIAL PLANNERS.

Published in:

Journal of Financial Planning, 1989, v. 2, n. 4, p. 169

By:

Thompson, James M.

Publication type:

Article

Enhancing Financial Planner Productivity Utilizing ADAPT Questioning and Select Business-Development Strategies.

Published in:

Journal of Financial Service Professionals, 2021, v. 75, n. 4, p. 60

By:

Avila, Stephen M.;
Avila, Ramon A.

Publication type:

Article

A DIGITAL ASSET BALANCE SHEET: A NEW TOOL FOR FINANCIAL PLANNERS.

Published in:

Journal of Personal Finance, 2013, v. 12, n. 1, p. 135

By:

Grable, John E.;
McClure, Nolan D.;
Broddie, Kimberly;
Kutzman, Stefen;
Watkins, Brad

Publication type:

Article

GENDER DIFFERENCES IN TIME AND RISK PREFERENCES OF FINANCIAL PLANNERS.

Published in:

Journal of Personal Finance, 2009, v. 8, p. 107

By:

Nofsinger, John R.;
Varma, Abhishek

Publication type:

Article

CHARITABLE GIVING AND THE FINANCIAL PLANNER: THEORIES, FINDINGS, AND IMPLICATIONS.

Published in:

Journal of Personal Finance, 2008, v. 6, n. 4, p. 98

By:

James III, Russell N.

Publication type:

Article

SIT BACK AND ENJOY THE RIDE: FINANCIAL PLANNERS, SYMBOLIC VIOLENCE, AND THE CONTROL OF CLIENTS.

Published in:

Canadian Journal of Sociology, 2009, v. 34, n. 4, p. 1065, doi. 10.29173/cjs5065

By:

PARNABY, PATRICK F.

Publication type:

Article

Use of Financial Planners and Portfolio Performance.

Published in:

Journal of Financial Counseling & Planning, 2016, v. 27, n. 1, p. 92, doi. 10.1891/1052-3073.27.1.92

By:

Shan Lei;
Rui Yao

Publication type:

Article

Kedudukan Hukum antara Pengguna Jasa dan Financial Planner dalam Inovasi Keuangan Digital (IKD) Financial Planner.

Published in:

Jurist-Diction, 2023, v. 6, n. 3, p. 409, doi. 10.20473/jd.v6i3.46386

By:

Tyaskinasih, Duhita Pramesi

Publication type:

Article

Use of Financial Planners by U.S. Households.

Published in:

Financial Services Review, 2002, v. 11, n. 3, p. 217

By:

Elmerick, Stephanie A.;
Montalto, Catherine P.;
Fox, Jonathan J.

Publication type:

Article

The financial planner's contribution to effective decision making.

Published in:

Management Review, 1979, v. 68, n. 6, p. 12

By:

Singhvi, Surendra S.

Publication type:

Article

Three Phases of Family Caregiving: Financial planners are pivotal in helping family caregivers prepare for, endure, and recover from caregiving obligations.

Published in:

Journal of Financial Planning, 2024, v. 37, n. 9, p. 46

By:

Miura, Danielle

Publication type:

Article

Peggy Ruhlin Discusses the State of Women Financial Planners.

Published in:: 2023
Publication type:: Interview

How Financial Planners Can Help Female Clients Build Financial Independence.

Published in:

Journal of Financial Planning, 2023, v. 36, n. 11, p. 44

By:

McKay, Lindsey

Publication type:

Article

The Psychology of Estate Planning with Blended Families: How Financial Planners Can Better Help Blended Families Develop an Estate Plan That Works.

Published in:

Journal of Financial Planning, 2022, p. 74

By:

Van Cleve, Mikel;
Klontz, Bradley

Publication type:

Article

FPA to Fight for Legal Recognition of Financial Planners.

Published in:

Journal of Financial Planning, 2022, p. 59

By:

Moore, Dennis

Publication type:

Article

Why Financial Planners Should Embrace a Subscription-based Model.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 1, p. 30

By:

Spencer, Pat

Publication type:

Article