... Publishing Limited Licensed re-use rights only Consumer behavior Consumer attitudes Structural equation modeling Theory of planned behavior Financial planning Estate planning Estate planning is an important topic for banks and other financial services professionals since approximately...

...Izidin El Kalak; Mustafa Nourallah; Inga Timmerman Purpose This study aims to investigate the personal financial planning factors influencing the adoption of central bank digital currencies (CBDCs). Design/methodology/approach The study collects primary data from two countries outside...

... that a high PTP combined with a high FRT results in achieving high financial satisfaction, which leads to improved life satisfaction. Practical implications The findings show the importance of creating financial plans in accordance with risk tolerance. While increasing financial literacy is relevant...

... dimensions than masculine or feminine individuals. Originality/value Belief and attitudes towards money would impact how contented people are with the compensation they receive, their financial planning choices and also their financial well-being. This insightful study adds to the scant literature...

... unknown whether there may exist an issue of geographic inequality in terms of the access to financial advice through personal financial advisors (PFAs) or financial planners. This access can benefit households with long-term financial planning and help them reach secured retirement. The current study aims...

... Personal financial management behavior Financial behavior Financial planning Psychology Lately, the management of personal finances of individuals has gained paramount importance due to the complexities in financial choices, liberal credit policies, and the onus of planning one's own social...

...Satish Kumar; Sweta Tomar; Deepak Verma Purpose The purpose of this paper is to examine the status of the research on women’s financial planning for retirement. This paper provides a brief review of the work carried out so far along with a conceptual framework of factors influencing women’s...

... is only their acceptability of the financial planning service. However, awareness, affordability, acceptability and assurance are critical factors for Gen Y respondents. In contrast to Gen Y, the Gen X respondents tend to have more awareness toward their needs for financial planning; they have gained...

...Geoffrey N. Soutar; Margaret M. McNeil The financial planning industry has demonstrated significant growth in Australia through the 1980s. A benefit segmentation study of the financial planning market in Perth, Western Australia, is examined. A telephone survey was conducted on a random sample...

...‐term goals looking to banking advantages over a lengthy time span. © MCB UP Limited 1987 Bank Lending Bank Marketing Corporate Planning Financial Planning Investment Analysis Marketing Bank Services to Corporate Customers: The Importance of Relationships by Peter W. Turnbull...