Výsledky vyhľadávania - "FINANCIAL planners"

The Journal of Financial Service Professionals 2025 Year in Review.

Autori: Tacchino, Kenn Beam kbtacchino@widener.edu

Zdroj: Journal of Financial Service Professionals. Nov2025, Vol. 79 Issue 6, p6-8. 3p.

Predmety: *FINANCIAL services industry, *FINANCIAL planners, *EXPERTISE, *CUSTOMER relations, PERIODICAL articles, WISDOM

Truths about Successful Marketing to the 50+ Consumer.

Autori: Migliaccio, John N.¹ jnmigliaccio1@gmail.com

Zdroj: Journal of Financial Service Professionals. Jul2025, Vol. 79 Issue 4, p21-24. 4p.

Predmety: *PROFESSIONAL corporations, *FINANCIAL planners, *CONSUMERS, *FINANCIAL services industry, FAMILIES

Where Do the SECURE 2.0 Individual Retirement Planning Decisions Stand Today?

Autori: Beam Tacchino, Kenn¹ kbtacchino@widener.edu

Zdroj: Journal of Financial Service Professionals. Jul2025, Vol. 79 Issue 4, p6-10. 5p.

Predmety: *FINANCIAL planners, *RETIREMENT planning, *PENSIONS, PUBLIC law, DUST

Which Life Insurance Policy Is Best for Me?

Autori: Weber, Richard M.¹ Dick@InsuranceFiduciary.com

Zdroj: Journal of Financial Service Professionals. May2025, Vol. 79 Issue 3, p27-30. 4p.

Predmety: *FINANCIAL planners, *INSURANCE agents, *CONSUMERS, SURVIVORS' benefits, DEATH rate, LIFE insurance policies

Testing Your Knowledge of the SECURE Act 2.0.

Autori: Beam Tacchino, Kenn¹

Zdroj: Journal of Financial Service Professionals. May2025, Vol. 79 Issue 3, p6-11. 6p.

Predmety: *FINANCIAL planners, *FINANCIAL planning, *LABOR bureaus, PUBLIC law, DUST

AMERICA'S TOP NEXT-GEN WEALTH ADVISORS.

Autori: KLEBNIKOV, SERGEI RESEARCH, SHOOK

Zdroj: Forbes. Aug/Sep2025, Vol. 208 Issue 4, p57-60. 3p. 1 Map, 3 Cartoon or Caricatures.

Predmety: *FINANCIAL planners, *INHERITANCE & succession, *WEALTH management services, *DIVERSITY & inclusion policies, *RETIREMENT

Geografický termín: UNITED States

Korporácia: FORBES Inc.

RAISING THE BAR.

Autori: MELVIN, SIMONE (AUTHOR)

Zdroj: Forbes. Jun/Jul2025, Vol. 208 Issue 3, p44-46. 3p. 2 Color Photographs.

Predmety: *BUSINESSPEOPLE, *FINANCIAL planners, *CONSUMERS, *PROTEIN bars, ALZHEIMER'S disease, HEAD Start programs

Osoby: SCHWARZENEGGER, Arnold, 1947-

From Gaps to Gains: How Financial Planners Can Support Women’s Wealth Journeys with Technology.

Autori: Weiss, Molly^1,2

Zdroj: Journal of Financial Planning. Nov2025, Vol. 38 Issue 11, p60-63. 4p.

Predmety: *FINANCIAL planners, *FINANCIAL security, *INCOME, *PERSONAL finance, *RETIREMENT income, *QUANTITATIVE research, *DATA analytics, *ECONOMIC security

The Individual Retirement Account at 50: A Powerful Savings Tool.

Autori: Holden, Sarah A.

Zdroj: Journal of Financial Service Professionals; Nov2025, Vol. 79 Issue 6, p40-54, 15p

Predmety: INDIVIDUAL retirement accounts, ROLLOVERS (Finance), DISBURSEMENTS, FINANCIAL planners, RETIREMENT planning, ASSET allocation

Geografický termín: UNITED States

The Reality of Longevity and Alzheimer's.

Autori: Snelling, Sherri

Zdroj: Journal of Financial Service Professionals; Nov2025, Vol. 79 Issue 6, p18-23, 6p

Predmety: ALZHEIMER'S disease, DEMENTIA, QUALITY of life, FINANCIAL planners, EMOTIONAL intelligence, WEALTH management services, COGNITION disorders, LONGEVITY

Geografický termín: UNITED States

Is It Different for Female Financial Advisers? Why the Industry Needs a New Conversation.

Autori: Halpin, Gretchen¹

Zdroj: Journal of Financial Planning. Nov2025, Vol. 38 Issue 11, p20-22. 3p.

Predmety: *WOMEN investment advisors, *INVESTMENT management, *ORGANIZATIONAL change, *DIVERSITY & inclusion policies, *LEADERSHIP, WOMEN financial planners, IMPOSTOR phenomenon, MENTORING

Geografický termín: UNITED States

How to Motivate Clients to Act: Even enthusiastic clients can stumble when it's time to complete tasks. Here's how planners can help motivate them.

Autori: Kay, Barbara barbara@barbarakaycoaching.com

Zdroj: Journal of Financial Planning. Oct2025, Issue 10, p66-68. 3p.

Predmety: *FINANCIAL planners, *CONSUMER behavior, *BUSINESS planning, MOTIVATION (Psychology)

Home Bias: Debiasing Techniques From Financial Planners' Perspectives.

Autori: Jugnandan, Shreeya Willows, Gizelle D.

Zdroj: Journal of Financial Counseling & Planning. 2025, Vol. 36 Issue 2, p209-220. 12p.

Predmety: *FINANCIAL planners, *BEHAVIORAL research, *FINANCIAL planning, *BEHAVIORAL economics, THEMATIC analysis

Assessing Retirement Income Literacy Among Consumers and Financial Advisors: Validating a Scale and Examining Professional Designations.

Autori: Ludwig, Eric T. Bennetts, Chet R.

Zdroj: Financial Planning Review. Sep2025, Vol. 8 Issue 3, p1-17. 17p.

Predmety: *CAREER development, *FINANCIAL planners, *FINANCIAL literacy, *FINANCIAL planning industry, CONFIRMATORY factor analysis, EXPLORATORY factor analysis

Behavioral Biases of Financial Planners: The Case of Retirement Funding Recommendations.

Autori: Baulkaran, Vishaal Jain, Pawan

Zdroj: Journal of Behavioral Finance. Jul-Sep2025, Vol. 26 Issue 3, p303-316. 14p.

Predmety: *FINANCIAL planners, *INVESTMENT policy, *MENTAL accounting (Economic theory), *PENSIONS, *EQUITY (Real property), LOSS aversion, COGNITIVE bias

I've Hit Capacity--Now What? If you're a firm owner struggling to meet the demands of your practice, you might need to reassess operations.

Autori: Spiller, Charesse

Zdroj: Journal of Financial Planning. Sep2025, Vol. 38 Issue 9, p62-65. 4p.

Predmety: *FINANCIAL planners, *TEAMS in the workplace, *SUSTAINABLE development, *PERFORMANCE management, WELL-being, STRESS management

Rebuilding Financial Confidence: Guiding Widowed Individuals Through the Financial Transition: As a bastion of emotional support and guidance, planners can help bring recently widowed clients from a place of vulnerability to financial confidence.

Autori: Bentley, Christopher D.

Zdroj: Journal of Financial Planning. Sep2025, Vol. 38 Issue 9, p36-42. 7p.

Predmety: *FINANCIAL planners, *FINANCIAL planning, *SOCIAL support, *INVESTMENT policy, *SOCIAL security, WIDOWS, GRIEF

Creating Your Financial Planning Playbook: A Confidence-Building Framework for Young Advisers: Having a repository for valuable resources and personal maxims can help you stay focused and develop as a professional.

Autori: Zarrelli, Mike¹

Zdroj: Journal of Financial Planning. Aug2025, Vol. 38 Issue 8, p20-23. 4p.

Predmety: *FINANCIAL planning, *FINANCIAL planners, *CAREER development, *INFORMATION resources management, CONFIDENCE, TOOLBOXES, SELF-perception, PROFESSIONAL-client communication

Women executives who make a difference in today's business world. (cover story)

Autori: LARKIN, GARY glarkin@westfairinc.com

Zdroj: Westfair Business Journal. 9/22/2025, Issue 36, p1-13. 6p.

Predmety: *AFFORDABLE housing, *FINANCIAL planners, *WOMEN executives, *CORPORATE vice-presidents, *INFORMATION technology

Outstanding Business Information Sources 2025.

Autori: Kownslar, Edward O'Hara-Krebs, Katie Kuhlmann, Meghann a ďalší

Zdroj: RUSQ: A Journal of Reference & User Experience. 2025, Vol. 61 Issue 1, p57-61. 5p.

Predmety: *ARTIFICIAL intelligence, *WOMEN financial planners, *REFERENCE books, *INFORMATION resources