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

2021 ◽  
Vol 1 (29) ◽  
pp. 129-153
Author(s):  
Krzysztof Waliszewski ◽  
H. Oliver Welch
Keyword(s):  
Financial Planning ◽  
50Th Anniversary ◽  
Growth Potential ◽  
Review Of The Literature ◽  
Territorial Expansion ◽  
The Us ◽  
The Subject ◽  
Qualitative Evolution ◽  
The 1960S ◽  
Personal Financial Planning

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.

scholarly journals Financial technologies in personal financial planning: robo-advice vs. human-advice

2020 ◽  
Vol 82 (4) ◽  
pp. 303-317
Author(s):  
Krzysztof Waliszewski ◽  
Anna Warchlewska
Keyword(s):  
Asset Management ◽  
Financial Planning ◽  
Human Factor ◽  
Finance Management ◽  
Personal Finances ◽  
Gradual Development ◽  
The Subject ◽  
Personal Financial Planning ◽  
Potential Customers ◽  
Modern Technologies

The paper presents the essence of financial technologies in personal financial planning, especially robo-advice. The main aim of the paper is to describe the presumptions for the development of robo-advice. An analysis of robo-advice on personal finance management was made. The analysis was based on a review of the subject literature, and on primary and secondary research. Particular attention was paid to the intensification of activities in the implementation of modern solutions and tools supporting the management of personal finances and the gradual development of robo-advisors. Modern solutions are still struggling with great distrust on the part of their current and potential customers, and the development of modern technologies in liquidity and asset management still requires a human factor.

Affirmative Action and Higher Education

2020 ◽  
pp. 19-40
Author(s):  
J. Scott Carter ◽  
Cameron D. Lippard
Keyword(s):  
Higher Education ◽  
Affirmative Action ◽  
Controversial Subject ◽  
The Us ◽  
Us Government ◽  
History Of ◽  
The Subject ◽  
The Government ◽  
The 1960S

This chapter discusses the ever-evolving role of race in politics in the history of the US. How the government handled racial and other discrimination has not always been effective. It was not until the 1960s that the US government attempted to make a concrete effort to minimize racial discrimination, which of course effected enrollment at elite US colleges and universities. This chapter then goes onto to discuss the deep ideological divide over affirmative action that exists in the country and provides public opinion data on where whites stand with the subject. This chapter demonstrates that indeed affirmative action is a controversial subject that receives little support from whites.

scholarly journals EXISTING-BIM: INTEGRATED SURVEY PROCEDURES FOR THE MANAGEMENT OF MODERN ARCHITECTURE

2019 ◽  
Vol XLII-2/W9 ◽  
pp. 495-500
Author(s):  
S. Monaco ◽  
M. Siconolfi ◽  
A. di Luggo
Keyword(s):  
Modern Architecture ◽  
Specific Data ◽  
Existing Building ◽  
Critical Elements ◽  
Building Technology ◽  
The Us ◽  
Concrete Building ◽  
The Subject ◽  
The 1960S ◽  
Unusual Shape

<p><strong>Abstract.</strong> This paper is aimed at illustrating the operation workflow to create a BIM model of an existing building, by highlighting its process starting from photogrammetric acquisitions and indicating its critical elements as regards data structure and the following modeling. The subject of this study is a reinforced concrete building of the 1960s on six levels. At present, it is undergoing an extensive refurbishment with the purpose of converting its original function, from the US Navy Hospital into offices. Since it was possible to access archive documents concerning the executive design and to carry out even invasive surveys for acquiring specific data about building details, BIM modeling could refer to a significant amount of qualitative and quantitative data. This circumstance characterized the work steps of a BIM modeling which, although referred to an existing building, may also be applied to new constructions. Building technology has implicitly facilitated the identification of the constructive elements and the creation of a list, although the unusual shape of the structure has caused specific problems differently discussed and documented in the text.</p>

PLANEJAMENTO FAMILIAR COMO ASSUNTO DE MULHER!? PERFIL DE GÊNERO NA PRODUÇÃO CIENTÍFICA NO BRASIL

2019 ◽  
Vol 8 (1) ◽  
pp. 221-235 ◽  
Author(s):  
Daniella De Paula Chiesa ◽  
Mário Antônio Sanches ◽  
Daiane Priscila Simão-Silva
Keyword(s):  
Family Planning ◽  
Scientific Literature ◽  
State Of The Art ◽  
Health Sciences ◽  
Scientific Production ◽  
The State ◽  
Review Of The Literature ◽  
The Subject

O estudo do Planejamento familiar, no contexto da bioética, abre-se para diversas perspectivas, entre elas a valorização dos seus diferentes atores. Situado neste contexto o artigo tem como objetivo identificar o perfil de gênero na produção científica sobre Planejamento Familiar no Brasil, entre 2000 e 2014, assim como a área de formação e especialização dos autores. Foram utilizadas metodologias que permitiram mapear o estado da arte do tema estudado, a partir de uma revisão da literatura. O resultado da pesquisa identifica que a produção científica sobre Planejamento Familiar no Brasil se compõe de perfil destacadamente feminino (71,76%). Dos 73 artigos analisados, 42 (57,53%) o foco do tema está direcionado à mulher assim como evidencia-se a área de ciências da saúde com maior concentração das publicações do tema.  Este aspecto da pesquisa abre para uma realidade complexa onde se buscam criticamente as razões para a pesquisa em Planejamento Familiar ter ênfase na mulher e ser um tema de relevância nas ciências da saúde.Palavras-chave: Produção científica, Planejamento Familiar, Gênero.  ABSTRACT: The study of Family Planning, in the context of bioethics, opens to diverse perspectives, among them the appreciation of their different agents. Situated in this context the article aims to identify the profile of gender in scientific literature on Family Planning in Brazil, between 2000 and 2014, as well as the area of training and specialization of the authors. Methodologies were used which allowed to map the State of the art of the subject studied, from a review of the literature. The results found identify that the scientific production on Family Planning in Brazil is formed with a outstandingly female profile (71,76%). Of the 73 articles examined, 42 (57.53%) the focus of the topic is directed to women as well as showing the health sciences area with highest concentration of publications. This aspect of the research opens to a complex reality where we seek critically the reasons for Research in Family Planning have emphasis on woman and be a topic of relevance in health sciences.Keywords: Scientific Production, Family Planning, Gender.

TRABALHO DE ENFERMAGEM E PRECARIZAÇÃO: UMA REVISÃO INTEGRATIVA

2019 ◽  
Vol 9 (4) ◽  
Author(s):  
Eugenio Fuentes Pérez Júnior ◽  
Helena Maria Scherlowski Leal David
Keyword(s):  
Occupational Health ◽  
Psychological Health ◽  
Qualitative Approach ◽  
Review Of The Literature ◽  
Work Process ◽  
Nursing Knowledge ◽  
Physical And Psychological Health ◽  
The Subject ◽  
Negative Impacts ◽  
Health Nursing

Objetivos: identificar e discutir a produção do conhecimento da enfermagem sobre a influência da precarização no processo de trabalho e a saúde do trabalhador de enfermagem. Metodologia: estudo bibliográfico com abordagem qualitativa, de revisão integrativa da literatura, realizada nas bases BVS, portal de periódicos CAPES, PubMed e Science Direct, no período de 2010 a 2016 e submetidos a análise de conteúdo Resultados: identificou-se a baixa produção da literatura acerca do tema. Na análise qualitativa obteve-se as seguintes categorias: o processo de precarização do trabalho da enfermagem e repercussões da precarização ao processo de trabalho da enfermagem e a saúde do trabalhador. Conclusão: identificou-se a incipiência da produção da enfermagem sobre o tema. Como repercussão da precarização verificou-se o desgaste e sobrecarga de trabalho, assim como impactos negativos na saúde física e psíquica dos trabalhadores.Descritores: Enfermagem do Trabalho; Saúde do Trabalhador; Riscos Ocupacionais.NURSING WORK AND PRECARIOUSNESS: AN INTEGRATIVE REVIEW.Objectives: to identify and discuss the production of nursing knowledge about the influence of precariousness in the work process and the health of the nursing worker. Methodology: a bibliographical study with qualitative approach, of an integrative review of the literature, carried out in the VHL databases, CAPES journal, PubMed and Science Direct, from 2010 to 2016 and submitted to content analysis. Results: low production of Literature on the subject. In the qualitative analysis, the following categories were obtained: the process of precariousness of nursing work and repercussions of the precariousness to the nursing work process and the health of the worker. Conclusion: the incipience of nursing production on the theme was identified. As a consequence of the precariousness, there was the wear and overload of work, as well as negative impacts on the physical and psychological health of the workers.Descriptors: Occupational health nursing, occupational health, occupational risks.TRABAJO DE ENFERMERÍA Y PRECARIZACIÓN: UNA REVISIÓN INTEGRATIVA.Objetivos: identificar y discutir la producción del conocimiento de la enfermería sobre la influencia de la precarización en el proceso de trabajo y la salud del trabajador de enfermería. Metodologia: estudio bibliográfico con abordaje cualitativo, de revisión integrativa de la literatura, realizada en las bases BVS, portal de revistas CAPES, PubMed y Science Direct, en el período de 2010 a 2016 y sometidos a análisis de contenido. Resultados: se identificó la baja producción de la producción Literatura sobre el tema. En el análisis cualitativo se obtuvieron las siguientes categorías: el proceso de precarización del trabajo de la enfermería y repercusiones de la precarización al proceso de trabajo de la enfermería y la salud del trabajador. Conclusión: se identificó la incipiente de la producción de la enfermería sobre el tema. Como repercusión de la precarización se verificó el desgaste y sobrecarga de trabajo, así como impactos negativos en la salud física y psíquica de los trabajadores.Descriptores: Enfermería del Trabajo; Salud Laboral; Riesgos Laborales.

THE TRUMP ADMINISTRATION’S APPROACH TO ENERGY SECURITY IN POLAND AND THE BALTIC STATES

2020 ◽  
Vol 18 (1/2020) ◽  
pp. 33-67
Author(s):  
Olga Stevanovic
Keyword(s):  
Energy Security ◽  
Research Question ◽  
Energy Resources ◽  
Baltic States ◽  
Realist Theory ◽  
Main Research ◽  
Security Challenges ◽  
The Us ◽  
The Subject ◽  
The Baltic

The subject of this paper encompasses US policy towards Poland and the Baltic States regarding energy security during Donald Trump’s presidency. It is discernible that vast domestic energy resources have created an opportunity for the US to project more power to these countries, and the surrounding region. We argue that Trump and his administration’s perceptions have served as an intervening variable in that opportunity assessment, in accordance with the neoclassical realist theory. The main research question addressed in this paper is whether US has used that opportunity to contribute to energy security in countries it has traditionally deemed as allies. Two aspects of US approach to energy security of the designated countries are taken into consideration: liquified natural gas exports and support for the Three Seas Initiative. The way Trump presented his policy and its results in his public statements has also been considered in this paper. The article will proceed as follows. The first subsection of the paper represents a summary of energy security challenges in Poland and the Baltic States. The second subsection is dedicated to the opportunity for the US to project energy power and to Trump’s perceptions relevant for the opportunity assessment. The third subsection deals with American LNG exports to these countries as a possible way for contributing to energy security in Poland and the Baltic States. The last part of the paper addresses the Three Seas Initiative and US approach to this platform.

Does AICPA Accreditation of Nonaudit Services Add Value? The Case of Personal Financial Planning

2000 ◽  
Vol 14 (1) ◽  
pp. 49-67 ◽  
Author(s):  
D. Shawn Mauldin ◽  
Mark Wilder ◽  
Morris H. Stocks
Keyword(s):  
Financial Planning ◽  
The Other ◽  
Differential Effects ◽  
Relative Value ◽  
Professional Attributes ◽  
Financial Planners ◽  
The Future ◽  
Financial Planner ◽  
Nonaudit Services ◽  
Personal Financial Planning

The AICPA has taken the position that accreditation of CPAs in specific areas of practice is an important aspect of repositioning the CPA profession for the future. The AICPA currently offers two designations exclusively to CPAs, one of which is the Personal Financial Specialist (PFS) designation. However, the issue of accrediting CPAs by granting official AICPA designations is a complex and highly debated issue with opposing sides having compelling arguments supporting their positions. CPAs and other professionals specializing in personal financial planning have opportunities to obtain designations other than the PFS. This paper examines the relative value of these alternative options for financial planners. Specifically, the research was designed to examine the differential effects of alternative financial-planning accreditations on users' perceptions. These perceptions relate to various professional attributes of a financial planner such as their knowledge and expertise, objectivity, and level of trust and ethics possessed. In addition, these perceptions relate to fees charged and the influence that the designation has on the public's choice of a financial planner. Our results indicate that the CPA designation used in conjunction with the PFS designation is generally perceived to signal a higher level of professional attributes than the other designations examined in the study. In addition, a CPA with a PFS designation has a significantly greater influence on the public's choice of a financial planner than do the other designations. These results suggest that important benefits may accrue to CPAs from holding the PFS specialty accreditation.

The Liberalizers: Justifying Free-Market Finance

2018 ◽  
Author(s):  
Louçã Francisco ◽  
Ash Michael
Keyword(s):  
Public Discourse ◽  
Free Market ◽  
Second World War ◽  
Economic Regulation ◽  
Developed Economies ◽  
The Us ◽  
The 1960S ◽  
The Uk ◽  
Second World ◽  
The New Deal

Chapter 5 traces how free market ideology displaced the apparent consensus on economic regulation that emerged from the Depression, the New Deal, and the Second World War. Viewed as cranks within economics through the 1960s, Milton Friedman and his supporters built an apparatus of ideas, publications, students, think tanks, and rich supporters, establishing outposts in Latin America and the UK. When developed economies faltered in the 1970s, Friedman’s neoliberal doctrine was ready. With citizens, consumers, and workers feeling worked over by monopolies, inflation, unemployment, and taxes, these strange bedfellows elected Reagan in the US and Thatcher in the UK and rolled to power in academia and in public discourse with a doctrine of privatization, liberalization, and deregulation. Friedman, Eugene Fama, and James Buchanan whose radical free market views triumphed at the end of the 1970s are profiled. A technical appendix, “Skeptics and Critics vs. True Believers” explores the economic debates.

Sign in / Sign up

Export Citation Format

Share Document