Journal Of Financial Service Professionals
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Journal Of Financial Service Professionals
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Author :
language : en
Publisher:
Release Date : 2008
Journal Of Financial Service Professionals written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Finance, Personal categories.
Journal Of Financial Service Professionals
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Author :
language : en
Publisher:
Release Date : 2008
Journal Of Financial Service Professionals written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Finance, Personal categories.
J K Lasser Pro Advising Mature Clients
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Author : Neal E. Cutler
language : en
Publisher: John Wiley & Sons
Release Date : 2002-12-16
J K Lasser Pro Advising Mature Clients written by Neal E. Cutler and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-12-16 with Business & Economics categories.
FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!" -John N. Migliaccio, PhD, President, Maturity Mark Services Co. "Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients." -Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University; Editor, Journal of Financial Service Professionals "Dr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging." -Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies; Editor-in-Chief, Encyclopedia of Financial Gerontology "Dr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals." -Kelly B. Auslander, CFP, President, American Financial Advisors, Inc. Please visit our Web site at www.jklasser.com
The History Of Financial Planning
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Author : E. Denby Brandon, Jr.
language : en
Publisher: John Wiley & Sons
Release Date : 2009-09-17
The History Of Financial Planning written by E. Denby Brandon, Jr. and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-09-17 with Business & Economics categories.
The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
Financial Behavior
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Author : Harold Kent Baker
language : en
Publisher: Oxford University Press
Release Date : 2017
Financial Behavior written by Harold Kent Baker and has been published by Oxford University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017 with Business & Economics categories.
About the editors -- About the contributors -- Abbreviations -- Financial behavior and psychology -- Financial behavior : an overview / H. Kent Baker, Greg Filbeck, and Victor Ricciardi -- The financial psychology of players, services, and products / Victor Ricciardi -- The financial behavior of major players -- Individual investors / Henrik Cronqvist and Danling Jiang -- Institutional investors / Alexandre Skiba and Hilla Skiba -- Corporate executives, directors, and boards / John R. Nofsinger and Pattanaporn Chatjuthamard -- Financial planners and advisors / Benjamin F. Cummings -- Financial analysts / Susan M. Young -- Portfolio managers / Erik Devos, Andrew C. Spieler, and Joseph M. Tenaglia -- Financial psychopaths / Deborah W. Gregory -- Financial and investor psychology of specific players -- The psychology of high net worth individuals / Rebecca Li-Huang -- The psychology of traders / Duccio Martelli -- A closer look at frequent trader / Michal Strahivevitz -- The psychology of women investors / Marguerita M. Cheng, and Sameer S. Somal -- The financial psychology of millennials / April Rudin and Catherine McBreen -- The psychology of financial services -- Psychological aspect of financial planning / Dave Yeske and Elissa Buie -- Financial advisory services / Jeroen Nieboer, Paul Dolan, and Ivo Vlaev -- Insurance and risk management / James M. Moten Jr. and C.W. Copeland -- Psychological factors in estate planning / John Guerin and L. Paul Hood -- Individual biases in retirement planning and wealth management / James E. Brewer Jr., and Charles Self -- The behavioral aspects of investmnet products and markets -- Traditional asset allocation securities: stocks, bonds, real estate, and cash / Christopher Milliken, Ehsan Nikbakht, and Andrew Spieler -- Behavioral aspects of mutual funds, exchange-traded funds, hedge funds, and pension funds / Nathan Mauck -- Current trends in successful international mergers and acquisitions / Nancy Hubbard -- Art and collectibles management / Peter J. May -- Market efficiency issues -- Behavioral finance market hypothesis / Alex Plastun -- Stock market anomalies / Steve Fan and Linda Yu -- The psychology of speculation in financial markets / Victor Ricciardi -- Can humans dance with machines? : institutional investors, high frequency trading, and modern markets dynamics / Irene Aldridge -- The application and future of behavioral finance -- Applications of client behavior : a practitioner's perspective / Harold Evensky -- Practical challenges of implementing behavioral finance : reflections from the field / Greg B. Davies and Peter Brooks -- The future of behavioral finance / Michael Dowling and Brian Lucey -- Discussion questions and answers -- Index
De Gruyter Handbook Of Personal Finance
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Author : John E. Grable
language : en
Publisher: Walter de Gruyter GmbH & Co KG
Release Date : 2022-03-07
De Gruyter Handbook Of Personal Finance written by John E. Grable and has been published by Walter de Gruyter GmbH & Co KG this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-03-07 with Business & Economics categories.
The De Gruyter Handbook of Personal Finance provides a robust review of the core topics comprising personal finance, including the primary models, approaches, and methodologies being used to study particular topics that comprise the field of personal finance today. The contributors include many of the world’s leading personal finance researchers, financial service professionals, thought leaders, and leading contemporary figures conducting research in this area whose work has shaped—and continues to affect—the way that personal finance is conceptualized and practiced. The first section of the handbook provides a broad introduction to the discipline of personal finance. The following two sections are organized around the core elements of personal finance research and practice: saving, investing, asset management, and financial security. The fourth section introduces future research, practice, and policy directions. The handbook concludes with a discussion on an educational and research agenda for the future. This handbook will be a core reference work for researchers, financial service practitioners, educators, and policymakers and an excellent supplementary source of readings for those teaching undergraduate and graduate-level courses in personal finance, financial planning, consumer studies, and household finance.
Financial Services Women At The Top
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Author : Arthea Reed
language : en
Publisher: iUniverse
Release Date : 2015-07-31
Financial Services Women At The Top written by Arthea Reed and has been published by iUniverse this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-07-31 with Business & Economics categories.
The financial services industry can be personally and financially rewarding, so why is it that so few women are in the field? Arthea Reed and Diane Dixon draw upon the results of a Women in Insurance & Financial Services research study and their own extensive knowledge to explain the shortage as well as to inspire more women to enter or remain in the field. Some of the most successful women in financial services have overcome great personal tragedy, professional ridicule, and failure to reach the pinnacle of success. By studying their moves, you can: follow in the footsteps of successful female financial services professionals; train up-and-coming female professionals so they have the knowledge and tools to succeed; and promote a workplace thats inclusive, inspirational, and encouraging for everyone. Walk down the path to a successful and rewarding career in financial services and help others do the same by learning from amazingly successful women. Whether youre already in the industry or considering it as a career, youll get a roadmap to overcome challenges with Financial Services: Women at the Top.
Society Of Financial Service Professionals And The International Association For Financial Planning In Cooperation With Society Chapters Presents Financial Planning
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Author :
language : en
Publisher:
Release Date : 1999
Society Of Financial Service Professionals And The International Association For Financial Planning In Cooperation With Society Chapters Presents Financial Planning written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999 with Finance, Personal categories.
Financial Behavior
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Author : H. Kent Baker
language : en
Publisher: Oxford University Press
Release Date : 2017-05-02
Financial Behavior written by H. Kent Baker and has been published by Oxford University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-05-02 with Business & Economics categories.
Financial Behavior: Players, Services, Products, and Markets provides a synthesis of the theoretical and empirical literature on the financial behavior of major stakeholders, financial services, investment products, and financial markets. The book offers a different way of looking at financial and emotional well-being and processing beliefs, emotions, and behaviors related to money. The book provides important insights about cognitive and emotional biases that influence various financial decision-makers, services, products, and markets. With diverse concepts and topics, the book brings together noted scholars and practitioners so readers can gain an in-depth understanding about this topic from experts from around the world. In today's financial setting, the discipline of behavioral finance is an ever-changing area that continues to evolve at a rapid pace. This book takes readers through the core topics and issues as well as the latest trends, cutting-edge research developments, and real-world situations. Additionally, discussion of research on various cognitive and emotional issues is covered throughout the book. Thus, this volume covers a breadth of content from theoretical to practical, while attempting to offer a useful balance of detailed and user-friendly coverage. Those interested in a broad survey will benefit as will those searching for more in-depth presentations of specific areas within this field of study. As the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets offers a fresh looks at the fascinating area of financial behavior.
Discrimination In Financial Services
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Author : George J. Benston
language : en
Publisher: Springer
Release Date : 2012-10-04
Discrimination In Financial Services written by George J. Benston and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-10-04 with Business & Economics categories.
Equal treatment in access to credit has long been a fundamental social goal in the United States. However, despite the passage of several laws in the U.S. prohibiting discrimination in the provision of financial services on the basis of race, gender, and marital status, among other factors, questions concerning the existence of racial discrimination in such areas as home mortgage loans and small business credit continue, and confound public policy makers. This book is composed of nine articles and a panel discussion, originally published as a special issue of the Journal of Financial Services Research. These contributions explore the complex issue of discrimination in financial services.