From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement

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 liter...

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Main Authors:	Krzysztof Waliszewski, H. Oliver Welch
Format:	Article
Language:	deu
Published:	Lodz University Press 2021-03-01
Series:	Finanse i Prawo Finansowe
Subjects:	personal financial planning financial advisors personal finance consumer protection
Online Access:	https://czasopisma.uni.lodz.pl/fipf/article/view/9584

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spelling	doaj-6b77733e320b469288e4ae511b9ab3472021-07-28T10:49:04ZdeuLodz University PressFinanse i Prawo Finansowe2391-64782353-56012021-03-0112912915310.18778/2391-6478.1.29.089481From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the MovementKrzysztof Waliszewski0H. Oliver Welch1Poznan Univeristy of Economics, Institute of FinanceChairman emeritus of the Certified Financial Planner Board of StandardsThe 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.https://czasopisma.uni.lodz.pl/fipf/article/view/9584personal financial planningfinancial advisorspersonal financeconsumer protection
collection	DOAJ
language	deu
format	Article
sources	DOAJ
author	Krzysztof Waliszewski H. Oliver Welch
spellingShingle	Krzysztof Waliszewski H. Oliver Welch From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement Finanse i Prawo Finansowe personal financial planning financial advisors personal finance consumer protection
author_facet	Krzysztof Waliszewski H. Oliver Welch
author_sort	Krzysztof Waliszewski
title	From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement
title_short	From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement
title_full	From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement
title_fullStr	From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement
title_full_unstemmed	From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement
title_sort	from the roots to the present of personal financial planning – achievements on the 50th anniversary of the movement
publisher	Lodz University Press
series	Finanse i Prawo Finansowe
issn	2391-6478 2353-5601
publishDate	2021-03-01
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.
topic	personal financial planning financial advisors personal finance consumer protection
url	https://czasopisma.uni.lodz.pl/fipf/article/view/9584
work_keys_str_mv	AT krzysztofwaliszewski fromtherootstothepresentofpersonalfinancialplanningachievementsonthe50thanniversaryofthemovement AT holiverwelch fromtherootstothepresentofpersonalfinancialplanningachievementsonthe50thanniversaryofthemovement
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From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement

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