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

100%
Waliszewski K., Welch H. O.
Finanse i Prawo Finansowe
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2021
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vol. 1
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issue 29
129-153
EN
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.
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Investors’ perception on mutual funds with reference to Chidambaram town

100%
Geetha N., Ramesh M.
Perspectives of Innovations, Economics and Business
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2011
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vol. 9
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issue 3
30-37
EN
Mutual funds in India play a vital role in mobilizing funds for capital and financial markets. The role of mutual funds in India felt significant as it generates funds from small investors at large across the country. The main objective of the study is to elucidate the perceptions and behaviors of the small investors located in the town of Chidambaram, Tamil Nadu, South India towards the mutual funds and also suggest some measures to increase the quantum of investors and investments as well.
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