Financial planning for nonprofit organizations
In: Nonprofit law, finance, and management series
10122 Ergebnisse
Sortierung:
In: Nonprofit law, finance, and management series
In: Public administration and development: the international journal of management research and practice, Band 17, Heft 1, S. 49-54
ISSN: 1099-162X
In: Development and change, Band 3, Heft 3, S. 43-61
ISSN: 1467-7660
In: Versicherungsmagazin, Band 49, Heft 5, S. 40-43
ISSN: 2192-8622
In: The Indian Economic Journal, Band 13, Heft 4, S. 595-601
ISSN: 2631-617X
In: Journal of aging studies, Band 15, Heft 1, S. 55-68
ISSN: 1879-193X
In: Journal of behavioral and experimental economics, Band 98, S. 101877
ISSN: 2214-8043
In: Qualitative Research in Financial Markets
SSRN
In: ICMA public management magazine: PM, Band 89, Heft 5, S. 18-24
ISSN: 0033-3611
SSRN
In: International Journal of Management and Marketing Research, v. 15 (1) p. 47-76
SSRN
In: The Elder Law Report, Vol. 25, No. 3, October 2013, pp. 1-5
SSRN
"In the Fall of 2021, the CFP Board announced the creation of a new category of learning objectives: Psychology of Financial Planning. As such, aspiring financial planners are now all required to gain knowledge in several key areas of financial psychology. Along with this announcement came a sense of panic, as educational institutions across the country realized they are NOT equipped to teach their students about psychology. Written by the world's leading experts in financial psychology, Psychology of Financial Planning Practitioner's Toolkit will be the companion to THE comprehensive resource to provide programs and professors in financial planning the knowledge and tools they need to meet these new educational requirements"--
In: The Australian economic review, Band 47, Heft 3, S. 290-303
ISSN: 1467-8462
AbstractWe extend an influential contribution to the literature on agency theory and then use this extension, along with other theoretical contributions, to shed light on agency problems affecting funds management and financial planning in Australia. The case for pure fee‐for‐service in actively managed funds and plans turns out to be weak. The amount of money exposed to risk by an active manager should be less than the entire investible wealth of the client, especially in the case of investors on the cusp of retirement. Asset‐based fees on actively managed funds should include a fulcrum component.