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Advanced Search Results For "FINANCIAL planners"

1 - 10 of 50,418 results for
 "FINANCIAL planners"
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Coordinating an ABLE Account and a Special Needs Trust.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Jan2023, Vol. 77 Issue 1, p47-57. 11p.

Abstract: When leveraged properly as part of a coordinated long-term portfolio, an Achieving a Better Life Experience (ABLE or 529A) account and special needs trust (SNT) can allow an individual with disabilities to maximize savings above the government resource...

Financial Health Assessments by People with Disabilities and Their Families during the COVID-19 Pandemic: Opportunities and Obstacles for Financial Planners.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Sep2022, Vol. 76 Issue 5, p46-55. 10p.

Abstract: The current article presents the findings of a quantitative study of 3,886 adults with disabilities and family members of people with disabilities to examine their financial health during the COVID-19 pandemic (March 2020-March 2021). This study provid...

A Survey of Planning Tools for Addressing Clients’ Diminished Capacity.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Jul2022, Vol. 76 Issue 4, p76-88. 13p.

Authors:

Abstract: With increased life expectancies comes the increased risk of diminished capacity. Financial advisors can play a key role in helping their clients face this peril and utilize various tools to mitigate the risks associated with cognitive decline. This ar...

Unanticipated Consequences of Taxable Income Increases: Lessons for Retirees.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals; Jan2023, Vol. 77 Issue 1, p32-46, 15p

Abstract: Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written ...

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

Publication Type: Academic Journal

Source(s): Journal of Financial Counseling & Planning. 2022, Vol. 33 Issue 3, p344-357. 14p. 1 Diagram, 7 Charts.

Abstract: The purpose of this study was to examine the likelihood of consumers hiring a financial planner based on race and gender utilizing an experimental design. Using a sample of Black and White MTurk respondents, cumulative logistic regression was employed ...

Certification by financial and legal advisors in private debt markets.

Publication Type: Academic Journal

Source(s): Financial Review. Nov2022, Vol. 57 Issue 4, p893-923. 31p. 5 Charts.

Abstract: Theory predicts that certification by prestigious financial intermediaries signals investment quality. We provide a direct empirical test of certification by financial and legal advisors using data on large‐scale projects. We find that advisor effects ...

The Trouble with Legal Recognition of Financial Planners.

Publication Type: Academic Journal

Source(s): Journal of Financial Planning. Nov2022, Vol. 35 Issue 11, p17-21. 5p.

Authors:

Abstract: The article reports that Financial Planning Association (FPA) seek the codification of financial planning as a profession, and believes financial planning is an essential profession that has an important impact on society. Topics include Title protecti...

Student Loans, Financial Well-Being, and the Role of the Financial Planner.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Jan2022, Vol. 76 Issue 1, p27-40. 14p.

Abstract: Obtaining a college education can yield a variety of positive financial and nonfinancial outcomes for individuals and their families. However, this can come at a cost, and these costs are rising. So, too, is the volume of student loan debt. Using surve...

The Role of Financial Planners on African American Business Owners' Personal Credit and Access to Capital.

Publication Type: Academic Journal

Source(s): Journal of Financial Planning. Nov2022, Vol. 35 Issue 11, p66-79. 14p.

Abstract: The article discusses the role of financial planners on African American business owners' personal credit and access to capital. Topics include obtaining capital and mitigating the discrimination risk inherent in obtaining credit from traditional banki...

Social Capital and Individual Ethics: Evidence from Financial Adviser Misconduct.

Publication Type: Academic Journal

Source(s): Journal of Business Ethics. 11/15/2022, Vol. 181 Issue 2, p495-518. 24p. 7 Charts.

Abstract: We show that social capital has a strong mitigating effect on financial adviser misconduct in the United States. Moreover, advisers who have committed misconduct are also more likely to relocate to counties with a relatively lower level of social capit...

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