Object's details: From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement

Provider:Repozytorium Uniwersytetu Łódzkiego

Description

Title:
From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement
Creator:
Waliszewski, Krzysztof;
Welch, H. Oliver
Contributor:
Waliszewski, Krzysztof - Poznan Univeristy of Economics, Institute of Finance;
Welch, H. Oliver - Chairman emeritus of the Certified Financial Planner Board of Standards;
Waliszewski, Krzysztof - krzysztof.waliszewski@ue.poznan.pl;
Welch, H. Oliver - joffl@uni.lodz.pl
Description:
The purpose of the article The aim of the article is to present the reasons for the emergence of personal and financial planning in the 1960s in the US, and then its quantitative and qualitative evolution around the world, taking into account institutional aspects.Methodology Review of the literature on the subject, legal acts and statistics of the financial advisory movement.Results of the research The study found that personal financial planning emerged from a grassroots initiative as a response to the needs of consumers and progressive representatives of the financial sector. Its territorial expansion beyond its homeland was associated with a growing awareness of the benefits of financial advisory services to households. Before the entire financial planning movement there is enormous growth potential.
Object availability:
free access
Rights: https://creativecommons.org/licenses/by-nc-nd/4.0
Date:
2021.06.07;
2021.03.31
Type:
Article
Language:
English;
eng
Format:
application/pdf
Publisher:
Wydawnictwo Uniwersytetu Łódzkiego
Relation:
Finanse i Prawo Finansowe;29;
1
Subject:
personal financial planning;
financial advisors;
personal finance;
consumer protection
Identifier:
2391-6478;
http://hdl.handle.net/11089/36091 ;
2353-5601;
10.18778/2391-6478.1.29.08
Data provider:
Repozytorium Uniwersytetu Łódzkiego

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