Suchergebnisse - "PLANNERS"

The Journal of Financial Service Professionals 2025 Year in Review.

Autoren: Tacchino, Kenn Beam kbtacchino@widener.edu

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

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

Truths about Successful Marketing to the 50+ Consumer.

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

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

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

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

Autoren: Beam Tacchino, Kenn¹ kbtacchino@widener.edu

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

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

Which Life Insurance Policy Is Best for Me?

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

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

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

Testing Your Knowledge of the SECURE Act 2.0.

Autoren: Beam Tacchino, Kenn¹

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

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

AMERICA'S TOP NEXT-GEN WEALTH ADVISORS.

Autoren: KLEBNIKOV, SERGEI RESEARCH, SHOOK

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

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

Geografische Kategorien: UNITED States

Firma/Körperschaft: FORBES Inc.

Small-Business Certifications.

Autoren: Tacchino, Kevin¹ kktacchino@widener.edu

Quelle: Journal of Financial Service Professionals. Mar2025, Vol. 79 Issue 2, p16-21. 6p.

Schlagwörter: *SMALL business, *PLANNERS, *ADMINISTRATIVE fees, *CERTIFICATION

Impacts of Regional Electrified Logistics on Drivers’ and Transport Planners’ Work Environments

Autoren: Sochor, Jana Sprei, Frances

Quelle: Transport Transitions: Advancing Sustainable and Inclusive Mobility. Part F658:332-338

Schlagwörter: Electrification, Transport Planners, Drivers, Battery Electric Trucks (BETs), Regional Transport, Logistics

Dateibeschreibung: electronic

Zugangs-URL: https://research.chalmers.se/publication/547719
https://research.chalmers.se/publication/547719/file/547719_Fulltext.pdf

RAISING THE BAR.

Autoren: MELVIN, SIMONE (AUTHOR)

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

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

People: SCHWARZENEGGER, Arnold, 1947-

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

Autoren: Weiss, Molly^1,2

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

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

Managing sustainability conflicts in urban development projects: Planners' perceptions and strategies in Oceanhamnen, Helsingborg

Autoren: Sarkheyli, Elnaz, Senior Lecturer Anderton, Asger Büker, Hannah

Quelle: Cities. 163:1-11

Schlagwörter: Sustainability conflicts, Conflict management, Critical planning theory, Planners' role, Helsingborg, Urban studies, Urbana studier, Sustainable studies, Hållbarhetsstudier

Dateibeschreibung: electronic

Zugangs-URL: https://urn.kb.se/resolve?urn=urn:nbn:se:mau:diva-75907
https://doi.org/10.1016/j.cities.2025.106065

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

Autoren: Holden, Sarah A.

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

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

Geografische Kategorien: UNITED States

The Reality of Longevity and Alzheimer's.

Autoren: Snelling, Sherri

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

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

Geografische Kategorien: UNITED States

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

Autoren: Halpin, Gretchen¹

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

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

Geografische Kategorien: 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.

Autoren: Kay, Barbara barbara@barbarakaycoaching.com

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

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

Power of Persuasion: How Planners Shape Decisions Through Communication.

Autoren: Fang, Li Wen, Yijia Zhang, Jingze et al.

Quelle: Journal of the American Planning Association. 2025, Vol. 91 Issue 3, p449-464. 16p.

Schlagwörter: *URBAN planners, TEXT mining, PUBLIC officers, RANDOM graphs, TIME-varying networks

Home Bias: Debiasing Techniques From Financial Planners' Perspectives.

Autoren: Jugnandan, Shreeya Willows, Gizelle D.

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

Schlagwörter: *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.

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

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

Schlagwörter: *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.

Autoren: Baulkaran, Vishaal Jain, Pawan

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

Schlagwörter: *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.

Autoren: Spiller, Charesse

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

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