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Your search keyword '"FINANCIAL planning"' showing total 66 results
66 results on '"FINANCIAL planning"'

1. EXPLORING TWO DECADES OF PERSONAL FINANCIAL PLANNING: A SYSTEMATIC LITERATURE REVIEW.

Author

Pande, Samarth, Mazhar, Syed Shahid, Khan, Farhina Sardar, Khan, Babar Ali, Haque, Ehsanul, and Mir, Maroof Ahmad

Subjects
PERSONAL finance, FINANCIAL planning, TECHNICAL literature, FINANCIAL planners, CONDUCT of life, FINANCIAL literacy
Abstract

This research aims to understand current patterns, trends, and gaps in personal finance by conducting a systematic literature review of 20 years. The study collected and analyzed the articles published between 2004 to 2024. The research articles were collected from the Scopus database using the PRISMA framework. The review shows changes in the research area, including behavioural finance, digital financial planning tools, and its impact on individuals' financial literacy and planning. The major limitation of this study is that the literature search for personal financial planning might not have incorporated all publications in this area. Furthermore, there is a possibility of bias in this review concerning the papers selected for review and how the researchers interpreted the results. The findings of this systematic literature review can assist policymakers, financial planners, and practitioners in making more informed financial planning decisions and regulations. Thus, by identifying the trends and gaps in personal financial planning, strategies can be defined to provide individuals and society with the necessary level of support. The research is helpful to existing knowledge in that it presents a critical discussion of the personal financial planning literature evident in the last twenty years. The research is original and provides valuable information for upcoming research and practical application in personal financial planning. [ABSTRACT FROM AUTHOR]

Published
2024
Full Text
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2. ChatGPT, Help! I Am in Financial Trouble.

Author

Schlosky, Minh Tam Tammy, Karadas, Serkan, and Raskie, Sterling

Subjects
CHATGPT, TECHNOLOGICAL innovations, PERSONAL finance, FINANCIAL planners, ARTIFICIAL intelligence, FINANCIAL services industry
Abstract

This study examines the capability of ChatGPT to provide financial advice based on personal finance cases. We first write our own cases and feed them to ChatGPT to get its advice (recommendations) on them. Next, we assess the quality and the validity of ChatGPT's recommendations on these cases. We find that ChatGPT serves as a suitable starting point, but its recommendations tend to be generic, and they often overlook alternative solutions and viewpoints and priority of recommendations. Overall, our analysis demonstrates the strengths and weaknesses of using ChatGPT in personal finance matters. Further, it serves as a helpful guide to financial advisors, households, and instructors of personal finance who are already using or considering using ChatGPT and want to develop a suitable understanding of the benefits and limitations of this new technology in addressing their professional and personal needs. [ABSTRACT FROM AUTHOR]

Published
2024
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3. Barry Shapiro

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Financial management, Financial services industry, Business, Business, regional
Abstract

Byline: LIBN Staff Barry Shapiro President Bshapiro Financial Barry Shapiro is president of Bshapiro Financial, an independent financial planning and wealth management firm based in Jericho. Shapirobegan his professional career [...]

Published
2024

4. Ontario regulator recognizes another qualification for financial planner title

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Financial services industry, General interest, News, opinion and commentary
Abstract

Byline: CLARE O'HARA; Staff The head of Canada's largest professional association of financial planners says she is disappointed and concerned that Ontario's financial services regulator has approved a designation with [...]

Published
2024

5. How being a victim of fraud motivated this financial adviser to get wise with her money

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Consultants, Financial management, Fraud, Financial services industry, General interest, News, opinion and commentary
Abstract

Byline: BRENDA BOUW; Special to The Globe and Mail BEHIND THE ADVICE In this new series, Behind the Advice, we ask advisers about their relationship with money from a young [...]

Published
2023

6. Financial planning in turbulent times: how being prepared can help; If you know you're on track to hit your long-term savings goals, you're less likely to make costly mistakes when economic turmoil strikes

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Financial services industry, News, opinion and commentary
Abstract

Byline: Alison Coleman The French author and aviator Antoine de Saint-Exupéry famously wrote that a goal without a plan is just a wish. It can pay to bear those words [...]

Published
2023

7. CONSTANT CHANGE: WEALTH MANAGERS: Technology, psychology take center stage

Author

Hall, Gina

Subjects
Financial planning, Psychology, Personal finance, Financial planners, Succession planning (Business), Estate tax, Company business management, Business, Business, regional
Abstract

Wealth managers in Los Angeles have seen some drastic changes in the industry during the past decade. From the constant stream of information to upgrades in technology, wealth advisors find [...]

Published
2024

8. 3 at The Dalton Bahney Treinen Wealth Management Group receive industry recognition

Subjects
UBS Financial Services Inc. -- Management, Financial planning, Personal finance, Financial planners, Financial management, Company business management, Business, News, opinion and commentary, Business, regional
Abstract

Byline: IBR Staff UBS Financial Services Inc. has announced that three partners of The Dalton Bahney Treinen Wealth Management Group have recently been recognized by Forbes as 2022 Best-in-State Wealth [...]

Published
2022

9. Paul Roldan: Orlando Certified Financial Planner[TM]

Subjects
Financial planning, Personal finance, Financial planners, Business, Business, regional
Abstract

Paul Roldan spends his days advising his clients about making smart financial decisions for their families. One of the most-discussed topics is college savings. His guidance is typically influenced by [...]

Published
2023

10. WORRIED ABOUT COVID-19'S IMPACT ON YOUR FINANCES? RT MONEY PARTNER

Subjects
Personal finance, Financial planners, Financial planning, Financial services, Consultants (Persons), Finance, Financial services industry
Abstract

Get a FREE financial healthcheck from one of the UK's top-rated financial planners. We are living through extraordinary times. Keen to help, Radio Times Money has teamed up with VouchedFor.co.uk, [...]

Published
2020

11. RT MONEY PARTNER

Subjects
Financial planners, Financial planning, Financial services, Personal finance, Consultants (Persons), Finance, Financial services industry
Abstract

WORRIED ABOUT COVID-19'S IMPACT ON YOUR FINANCES? Get a FREE financial healthcheck from one of the UK's top-rated financial planners. We are living through extraordinary times. Keen to help, Radio [...]

Published
2020

12. CFP Board defends decision to remove compensation info from website

Subjects
Web sites (World Wide Web), Financial planners, Financial planning, Financial services, Fiduciary duties, Personal finance, Finance, Company Web site/Web page, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Byline: Mark Schoeff Jr. Certified Financial Planner Board of Standards Inc. officials said last Wednesday the organization's decision to remove descriptions of CFPs' compensation from a consumer website is a [...]

Published
2020

13. DEALS & DETAILS

Subjects
Public relations firms, Law firms, Natural language processing, Mortgage banks, Financial planners, Financial planning, Financial services, Software industry, Personal finance, Construction industry, Real estate agents, Real estate, Public relations, Technology, Entrepreneurs, Consultants (Persons), Accounting services, Financial services industry, Business, Business, regional
Abstract

CONTRACTS -- Siren PR, Royal Oak, a public relations firm, has the following new clients: Cohen & Co., Detroit, an accounting firm; Innovate Marquette SmartZone, Marquette, a nonprofit supporting tech [...]

Published
2019

14. A financial planner dedicated to teaching

Subjects
Elementary school students, Financial planners, Financial planning, Long term care, Financial services, Education, Teachers, Career changes, Disabilities, Student loans, Personal finance, Retirement benefits, Middle and junior high school students, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Byline: Mark Schoeff Jr. RISING STAR AWARD WINNER 2019 When Phuong Luong switched career tracks a few years ago, from teaching to financial planning, she found the core of her [...]

Published
2019

15. SECURE Act stalls due to impeachment action

Subjects
Financial planners, Financial planning, Impeachment, Personal finance, Annuities, Consultants (Persons), Retirement benefits, Banking, finance and accounting industries, Business
Abstract

Byline: GREG IACURCI A retirement bill many financial advisers have been eyeing with interest is being held up by impeachment proceedings in Washington, as President Donald J. Trump confronts allegations [...]

Published
2019

16. Financial planning for small 401(k)s

Subjects
Personal finance, Financial planners, Financial planning, Financial services, 401K plans, Media executives, Catering, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Byline: Greg Iacurci Edelman Financial Engines is bringing financial planning to participants in small 401(k) plans over the next six months as the advisory firm emerges from its recent integration [...]

Published
2019

17. Make sure your financial adviser's credential is a credible one

Subjects
Personal finance, Financial planners, Financial planning, Financial services, Marketing, Consultants (Persons), Financial services industry, Business, Business, regional, Financial Industry Regulatory Authority Inc.
Abstract

Byline: Special to the RBJ Investors are understandably confused by the dazzling array of credentials financial professionals use to differentiate themselves when marketing their services. As the number of individuals [...]

Published
2019

18. Trust essential to financial planning success

Subjects
Personal finance, Financial planners, Financial planning, Consultants (Persons), Journalists, Banking, finance and accounting industries, Business
Abstract

Byline: Fred Gabriel As the pages of this week's issue started to make their way across my desk, I was struck by how far the financial planning profession has come [...]

Published
2019

19. It's more about longevity planning, an entirely new business

Subjects
Financial planners, Financial planning, Retirement age, Personal finance, Technical institutes, Consultants (Persons), Banking, finance and accounting industries, Business
Abstract

Byline: Greg Iacurci The pace at which Americans are hurtling into retirement age and the societal shifts in consumer expectations for countless areas of their lives are upending how financial [...]

Published
2019

20. CFP mentoring program disappoints

Subjects
Financial services, Mentoring, Financial planners, Financial planning, Personal finance, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Byline: Jeff Benjamin When it comes to increasing the number of women in financial planning, mentoring often is viewed as a logical step. Unfortunately, mentoring programs don't run themselves. Without [...]

Published
2019

21. Retirement group rolls with Stones on tour

Subjects
Financial services, Personal finance, Financial planners, Savings, Corporate sponsorship, Financial planning, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Byline: JAMES COMTOIS Start me up! A non-profit organization looking to educate Americans on the beast of burden that is saving for retirement is touring with the Rolling Stones. The [...]

Published
2019

22. Second opinions wanted

Subjects
Financial planners, Financial planning, Fiduciary duties, Consultants (Persons), Personal finance, Banking, finance and accounting industries, Business
Abstract

Byline: Jeff BenjaminIn the latest sign that financial planning is gaining professional status, clients are increasingly seeking second opinions.Some advisers attribute the trend to clients' growing awareness of fiduciary duty, [...]

Published
2019

23. Creating a financial future based on culture: Sindy Canizales Walters believes that every individual can benefit from a financial planner and finds joy in helping others

Author

Hall, Christine

Subjects
Financial planning, Personal finance, Financial planners, Ethnic, cultural, racial issues/studies
Abstract

Listen to Sindy Canizales Walters explain how she likes to educate and provide service to her clients, and it is no wonder she enjoys her job. As a Northwestern Mutual [...]

Published
2014

24. CASH RULES

Author

Carrick, Rob

Subjects
Retirement planning -- Methods, Registered retirement savings plans -- Management -- Methods, Personal finance, Financial services, Finance, Financial planning, Bonds (Securities), Financial planners, Investments, Company business management, General interest, News, opinion and commentary
Abstract

Byline: ROB CARRICK, Staff Lead Life changed in the pandemic, but investing for retirement has not. Provided some thought was put into it, the same mix of stocks and bonds [...]

Published
2020

25. You Asked, Experts Answered

Author

Bernard, Tara Siegel, Carrns, Ann, Sommer, Jeff, and Lieber, Ron

Subjects
Stock markets -- Forecasts and trends, Investment management -- Methods, COVID-19 -- Economic aspects, United States economic conditions -- Forecasts and trends, Cat food, Personal finance, Financial services, Finance, Financial planning, Retirees, Financial planners, Stock market, Market trend/market analysis, General interest, News, opinion and commentary
Abstract

The coronavirus is officially a pandemic. The bull market is officially over. None of us knows what comes next. It's hard to make rational financial decisions when there's so much [...]

Published
2020

26. Estate mess comes with lessons for the rest of us; OPINION

Subjects
Financial planning, Real estate management, Personal finance, Accountants, Estate planning, Financial planners, General interest, News, opinion and commentary
Abstract

Byline: TIM CESTNICK Lead TAX MATTERS FCPA, FCA, CPA(IL), CFP, TEP, author, and co-founder and CEO of Our Family Office Inc. There's no shortage of stories about estate planning and [...]

Published
2020

27. Here to Help; 7 Days to a Better Retirement: Consider a Financial Planner

Author

Carrns, Ann

Subjects
Personal finance, Financial planners, Financial planning, Professional employees, Financial services, Business schools, Financial services industry, General interest, News, opinion and commentary
Abstract

Financial planners can be useful at any age, but it may not be worth paying for one until you're saving on a consistent basis. If you're getting close to retirement [...]

Published
2020

28. How to fix your finances, regardless of your excuse; OPINION

Subjects
Personal finance, Financial planners, Financial planning, Financial services, Consultants (Persons), Financial services industry, General interest, News, opinion and commentary
Abstract

Byline: ROB CARRICK, Staff Lead By Friday, your postholiday buzz will be gone and so will a lot of your motivation to follow the New Year's resolutions you made. For [...]

Published
2020

29. Eight core vehicles for securing financial well-being in retirement; OPINION

Subjects
Personal finance, Consumer protection, Financial planning, Economic forecasting, Accountants, Financial planners, General interest, News, opinion and commentary
Abstract

Byline: TIM CESTNICK Lead FCPA, FCA, CPA(IL), CFP, TEP, is an author, and co-founder and CEO of Our Family Office Inc. He can be reached at tim@ourfamilyoffice.ca. I 'd like [...]

Published
2020

30. THE financial planner AS THE COACH; INSIGHTS

Subjects
Financial planners, Financial planning, Financial services, Personal finance, Financial services industry, General interest, News, opinion and commentary
Abstract

Lead shelley smith, CFP, SENIOR FINANCIAL PLANNER, TD WEALTH FINANCIAL PLANNING When I first meet with a client, it's important for them to understand that financial planning takes work. It [...]

Published
2019

31. WEALTH PERSONALITIES AND FINANCIAL blind spots

Subjects
Financial planners, Financial planning, Financial services, Personal finance, Personality traits, Financial services industry, General interest, News, opinion and commentary
Abstract

Lead Do you think your financial decisions are based on logic and rational thought? According to the academic study of behavioural finance, decisions we make about money are not rational [...]

Published
2019

32. Author offers ways to handle financial stress

Subjects
Financial planners, Financial planning, Financial services, Financial management, Personal finance, Books, Book publishing, Financial services industry, General interest, News, opinion and commentary
Abstract

Byline: ROB CARRICK, Staff Lead If you're feeling anxiety about your personal finances, Kelley Keehn feels your pain. Ms. Keehn, an Edmonton native, has spent the past 15 years writing [...]

Published
2019

33. As financial planning grows more specialized, Ph.D.s enter field

Subjects
Personal finance, Financial planners, Financial planning, Financial services, Retirement income, Financial services industry, Business, News, opinion and commentary, Business, regional
Abstract

Byline: Anne Wallace Allen Like many other professions, financial planning is getting more specialized, and Boise now has a planner with a Ph.D. in the field. Jake Williams, who has [...]

Published
2017

34. Spain : Minsait expands its open banking product line with financial planning micro-services

Subjects
Indra (Spain), Financial planning, Personal finance, Banks (Finance), Electric utilities, Financial planners, Business, international
Abstract

Minsait, an Indra company, expands its open banking product line after signing an alliance with the start-up Coinscrap Finance to offer banks and insurers digital financial planning micro-services in Spain [...]

Published
2021

35. For personal financial planners, 'the opportunities are limitless...'.

Author

Tillery, Susan M.

Subjects
FINANCIAL planners, PERSONAL finance, TAX planning, FINANCIAL planning, MARKET volatility, ESTATE planning
Abstract

The article discusses limitless opportunities for personal financial planners. Topics include requisite skills, knowledge, and competency to provide personal financial planning services with introductory tax textbooks; and e tax code is used to affect and change society which worked with the estate planning group.

Published
2022

36. HOW TO HANDLE MONEY IN MODERN TIMES: A will here, a trust there, maybe an offshore account--FINANCIAL PLANNING used to be so easy

Author

Rathe, Adam and Vanamee, Norman

Subjects
Personal finance, Financial planners, Tax law, Financial planning, Financial services, Corporate culture, Married people, Tax law, Financial services industry, General interest
Abstract

In the past, figuring out what to do with your money was fairly straightforward. But today's young adults face huge changes in how to make money, invest it, donate it, [...]

Published
2019

37. Australia : Ombudsman seeks contact with financial planning small businesses

Subjects
Business owners, Personal finance, Financial planners, Financial planning, Financial services, Small business, Family, Family-owned businesses, Small business, Financial services industry, SOHO, Business, international
Abstract

The Australian Small Business and Family Enterprise Ombudsman, Kate Carnell wants to hear from small and family enterprises being exited from financial planning businesses. Following recent media reports regarding AMP [...]

Published
2019

38. How to pick a fee-for-service financial planner; OPINION

Subjects
Legal fees, Personal finance, Financial planners, Financial planning, Financial services, Portfolio management, Fees, General interest, News, opinion and commentary
Abstract

Byline: ROB CARRICK, Staff Lead PORTFOLIO STRATEGY Financial planner Rona Birenbaum is so busy that she's been turning away an average of two clients a day over the past couple [...]

Published
2019

39. HOW TO AVOID PROBATE ON U.S. SUNBELT PROPERTIES

Subjects
Estate planning, Personal finance, Financial planners, Estate taxes, Immigration policy, Financial services, Real estate, Emigration and immigration, Consultants (Persons), Financial planning, General interest, News, opinion and commentary
Abstract

Byline: DAVID ALTRO MATT ALTRO AVI GUTTMAN, SPECIAL TO THE GLOBE AND MAIL Lead MATT ALTRO IS THE PRESIDENT AND CEO OF MCA CROSS BORDER ADVISORS INC. AND A CERTIFIED [...]

Published
2019

40. Education planning with cross-border implications; OPINION

Subjects
Educational planning, Financial planners, Financial planning, Estate taxes, Personal finance, Financial services, Real estate, Emigration and immigration, Education, Books, Consultants (Persons), Estate planning, General interest, News, opinion and commentary
Abstract

Byline: MATT ALTRO, DAVID ALTRO Lead Matt Altro is the president and CEO of MCA Cross Border Advisors Inc. and a certified financial planner in Canada and the United States. [...]

Published
2019

41. If your child lives in the United States, it may be time to revise your will; OPINION

Subjects
Parenting, Foreign banks, Personal finance, Financial planners, Financial planning, Estate taxes, Financial services, Immigration policy, Real estate, Emigration and immigration, Canadians, Consultants (Persons), Estate planning, Wills, General interest, News, opinion and commentary
Abstract

Byline: MATT ALTRO, DAVID ALTRO, ZAINA KOTTIS Lead Matt Altro is president and CEO of MCA Cross Border Advisors Inc. and a certified financial planner in Canada and the U.S. [...]

Published
2019

42. Three common mistakes retirees make when drawing down assets; OPINION

Subjects
Financial planners, Financial planning, Financial services, Retirees, Personal finance, Risk management, Canadians, General interest, News, opinion and commentary
Abstract

Byline: IAN McGUGAN, Staff Lead Canadians focus for most of their working lives on accumulating assets, but an even tougher challenge is deciding how to draw down those assets in [...]

Published
2019

43. Two vehicles can be too wasteful for retirees; OPINION

Subjects
Financial planners, Financial planning, Financial services, Retirees, Personal finance, Automobiles, Suburbs, General interest, News, opinion and commentary
Abstract

Byline: ROB CARRICK, Staff Lead A s terrible as it for your finances, owning two cars is often unavoidable. Take two working parents, add kids and you have a strong [...]

Published
2019

44. Five mistakes families make when sorting out their cottage's fate; OPINION

Author

Cestnick, Tim

Subjects
Tax planning, Cottages -- Taxation, Personal finance, Certified public accountants, Accountants, Fate, Family, Estate planning, Financial planning, Financial planners, General interest, News, opinion and commentary
Abstract

Byline: TIM CESTNICK Lead TAX MATTERS FCPA, FCA, CPA(IL), CFP, TEP, author, co-founder and CEO of Our Family Office Inc. Cottage season is upon us again. For those of you [...]

Published
2019

45. How much should conservative, balanced and aggressive investors expect to make annually?

Subjects
Financial services, Financial planners, Financial planning, Financial markets, Investors, Personal finance, General interest, News, opinion and commentary
Abstract

Byline: ROB CARRICK; Staff INSIDE THE MARKET Heard the argument that the economy will grow more slowly than in the past because of our aging population? The same applies to [...]

Published
2019

46. U.S. citizens living in Canada face special tax-planning issues

Author

Cestnick, Tim

Subjects
Canada -- Tax policy, Savings accounts -- Taxation -- Laws, regulations and rules, College savings plans -- Taxation -- Laws, regulations and rules, Controlled foreign corporations -- Taxation -- Laws, regulations and rules, Americans abroad -- Taxation, Registered retirement savings plans -- Taxation -- Laws, regulations and rules, Accountants, Financial planning, Personal finance, Tax planning, Certified public accountants, Financial planners, Tax shelters, Savings, Government regulation, General interest, News, opinion and commentary
Abstract

Byline: TIM CESTNICK TAX MATTERS FCPA, FCA, CPA(IL), CFP, TEP, author, and co-founder and CEO of Our Family Office Inc. If you're a U.S. citizen living in Canada, then your [...]

Published
2019

47. Same-sex snowbirds with property in the U.S. have reason to celebrate

Subjects
Financial planners, Estate taxes, Estate planning, Immigration policy, Marriage and sex, Gay couples, Same-sex marriage, State laws, Financial planning, Financial services, Emigration and immigration, Personal finance, Marriage, Consultants (Persons), Real estate, General interest, News, opinion and commentary
Abstract

Byline: DAVID ALTRO, MATT ALTRODavid Altro is the managing partner of Altro LLP, which specializes in cross-border tax and estate planning, real estate and immigration and has offices in Canada [...]

Published
2018

48. Financial planning during the epidemic

Author

Lofton, Lynn

Subjects
Personal finance, Financial planners, Financial planning, Time, Financial management, Consultants (Persons), Finance, Business, Business, regional
Abstract

As the volatile financial and medical environment have the country in their grip, financial advisers across the state are doing their best to calm clients. All say it's a tough [...]

Published
2020

49. Pros and Cons of Asset Management Fees

Subjects
Investment companies, Legal fees, Brokers, Financial planners, Financial planning, Commissions (Fees), Company business management, Banking, finance and accounting industries, Personal finance
Abstract

A transition is underway within investment firms. Increasingly, the people you hire to manage your money don't refer to themselves as brokers or stockbrokers. Instead, they're now financial advisers, financial [...]

Published
2017

50. U.S. citizens living in Canada: Beware of these five tax traps

Subjects
Tax administration, Emigration and immigration, Personal finance, Financial planners, Financial planning, Estate taxes, Financial services, General interest, News, opinion and commentary
Abstract

Byline: MATT ALTRO, DAVID ALTRO David Altro is the managing partner of Altro LLP, which specializes in cross-border tax and estate planning, real estate and immigration and has offices in [...]

Published
2018

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