When Clients Ask, "How Do I Start a Business?".

Authors: Tacchino, Kevin¹ kktacchino@widener.edu

Source: Journal of Financial Service Professionals. Sep2026, Vol. 80 Issue 5, p19-22. 4p.

Subject Terms: *Business planning, *Financial planning, *Lawyers, *Risk managers, *Insurance, *Entrepreneurship

How the Sandwich Generation is Reshaping the Financial Planning Conversation for Advisors and Clients.

Authors: Snelling, Sherri¹ sherri@caregivingclub.com

Source: Journal of Financial Service Professionals. Jul2026, Vol. 80 Issue 4, p12-16. 5p.

Subject Terms: *Financial planning, *Financial planners, *Wealth management services, *Management science, Caregivers, Family planning, Residential patterns

Geographic Terms: United States

How Financial Planners Can Help Small Business Clients Conduct Effective Market Research.

Authors: Tacchino, Kevin¹ kktacchino@widener.edu

Source: Journal of Financial Service Professionals. May2026, Vol. 80 Issue 3, p19-22. 4p.

Subject Terms: *Financial planning, *Marketing research, *Data analysis, *Entrepreneurship, *Forecasting, *Business planning, *Small business

Wealthspan Planning: Guiding Principles for Advising, Accumulation, and Expenditure.

Authors: Migliaccio, John¹ jnmigliaccio1@gmail.com

Source: Journal of Financial Service Professionals. May2026, Vol. 80 Issue 3, p23-28. 6p.

Subject Terms: *Financial planning, *Client relations, *Financial services industry personnel, *Financial planners, *Retirement planning, Budget management

Celebrating 80 Years of the Journal of Financial Service Professionals.

Authors: Tacchino, Kenn Beam¹ kbtacchino@widener.edu

Source: Journal of Financial Service Professionals. May2026, Vol. 80 Issue 3, p6-8. 3p.

Subject Terms: *Financial planning, *Publishing, *Career development, *Knowledge workers, *Financial services industry, *Financial executives, Anniversaries

OPENING THE NETWORK OF TRUST: HOW DOMAIN EXPERTS IN TRIADIC RELATIONSHIPS BUILD TRUST IN AI-BASED COUNTERPARTS.

Authors: Hanelt, André (AUTHOR) hanelt@uni-kassel.de, Wiesche, Manuel (AUTHOR) manuel.wiesche@tu-dortmund.de, Benlian, Alexander (AUTHOR) benlian@ise.tu-darmstadt.de, Hinz, Oliver (AUTHOR) ohinz@wiwi.uni-frankfurt.de

Source: MIS Quarterly. Mar2026, Vol. 50 Issue 1, p299-326. 28p. 2 Charts.

Subject Terms: *Robo-advisors (Financial planning), *Artificial intelligence in business, *Professional employees, *Investment advisors, *Client relations, Trust, Machine learning

Company/Entity: Eurobank Ergasias SA

Retained Asset Accounts: A Critical Component in Financial Planning.

Authors: Bisco, Jill¹ jmbisco@ilstu.edu, Gradisher, Suzanne M.² smg16@uakron.edu

Source: Journal of Financial Service Professionals. Jan2026, Vol. 80 Issue 1, p51-60. 10p.

Subject Terms: *Financial planning, *Life insurance, *Financial planners, *Financial risk, *Financial security, *Bank accounts, Beneficiaries

Lag between Service Delivery and Payment in Ukraine's Centralized Purchasing of Rehabilitation Services: Seasonal Cash Gaps and Liquidity Forecasting

Authors: Malyniak, Bohdan, Melnyk, Andriy, Derlytsia, Andrii, Kulinich, Yaroslav, Malyniak, Roksolana, Klapkiv, Jurij

Source: 2026 16th International Conference on Advanced Computer Information Technologies (ACIT) Advanced Computer Information Technologies (ACIT), 2026 16th International Conference on. :456-462 Sep, 2026

Relation: 2026 16th International Conference on Advanced Computer Information Technologies (ACIT)

Generative AI for Personalized Financial Planning: Risk Profiling and Investment Strategy Recommendation System

Authors: Singh, Gurvinder Pal, Markan, Rohit, Kumar, Tarun, Dasarwar, Priya, Sharma, Suprina, Panigrahi, Gyana Ranjana

Source: 2026 International Conference on Innovations in Engineering and Technology (ICIET) Innovations in Engineering and Technology (ICIET), 2026 International Conference on. :1-6 Aug, 2026

Relation: 2026 International Conference on Innovations in Engineering and Technology (ICIET)

Understanding Consumer Intention to Use Robo-Advisory Services: A Technology Readiness Perspective.

Authors: Ng, Tuan-Hock^1,2, Lim, Ying-San^2,3 lim.ying.san@mmu.edu.my, Chan, Kar-Hoong⁴, Tan, Hann-Ren²

Source: Journal of Logistics, Informatics & Service Science. 2026, Vol. 13 Issue 10, p74-92. 19p.

Subject Terms: *Robo-advisors (Financial planning), *Consumer behavior, *Innovation adoption, *Financial technology, Human behavior, Optimism

Financial Planning Longitudinal Study 2025: Panel Data and New Measures.

Authors: Heckman, Stuart¹ (AUTHOR) stuart.j.heckman@ttu.edu, Koochel, Emily² (AUTHOR), Lutter, Sonya¹ (AUTHOR), Collins, J. Michael³ (AUTHOR)

Source: Financial Planning Review. Sep2026, Vol. 9 Issue 3, p1-17. 17p.

Subject Terms: *Financial planning, *Financial services industry, *Asset management, *Economic security, Panel analysis, Households, Longitudinal method

Geographic Terms: United States

Gain Nothing or Lose Nothing: Framing Zero, Affect, and Investment Intention in Downside Protection Communication.

Authors: Wardley, Marcus¹ (AUTHOR) mwardley@csusm.edu

Source: Financial Planning Review. Sep2026, Vol. 9 Issue 3, p1-13. 13p.

Subject Terms: *Equity indexed annuities, *Financial planning, *Decision making in investments, *Investor protection, Frames (Social sciences), Goal (Psychology), Mediation (Statistics)

Toward a Holistic Theory of Financial Planning: Linking Planning to Health and Wellness.

Authors: Heckman, Stuart J.¹ (AUTHOR) stuart.j.heckman@ttu.edu, Todd, Timothy M.² (AUTHOR)

Source: Financial Planning Review. Sep2026, Vol. 9 Issue 3, p1-13. 13p.

Subject Terms: *Financial planning, *Resource allocation, Quality of life, Psychological factors, Theorists, Judgment (Psychology)

Nudging ESG Investments via Digital Financial Advising: Evidence From an Investment Game Experiment.

Authors: Lucarelli, Caterina¹ (AUTHOR) c.lucarelli@univpm.it, Citi, Manuele² (AUTHOR), Pasquino, Matteo¹ (AUTHOR)

Source: Business Strategy & the Environment (John Wiley & Sons, Inc). Sep2026, Vol. 35 Issue 6, p7810-7835. 26p.

Subject Terms: *Sustainable investing, *Robo-advisors (Financial planning), *Investment analysis, *Financial planners, *Financial literacy, *Individual investors

The Technology-Enabled Financial Help-Seeking Framework: AI, Financial Planners, and the Role of Financial Stress.

Authors: Ludwig, Eric T.

Source: Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p72-90. 19p.

Subject Terms: *Financial planning, *Financial counseling, *Financial services industry

Ship It Like a Product Manager.

Authors: Nigudkar, Advaita nigudkar.advaita@gmail.com

Source: Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p58-61. 4p.

Subject Terms: *Product managers, *Financial planning, *Workflow management, *Pilot projects, *Stakeholder analysis, *Project management, *Change management

Building Financial Wellness: Application of the FPLS Financial Wellness Score.

Authors: Lutter, Sonya^1,2, Koochel, Emily³

Source: Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p48-56. 9p.

Subject Terms: *Financial planning, *Financial security, *Certification

Company/Entity: Certified Financial Planner Board of Standards

The Only Differentiator: An Exceptional Client Experience.

Authors: Soltz Short, Hilary

Source: Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p32-35. 4p.

Subject Terms: *Financial planning, *Customer loyalty, *Customer experience, *Financial technology, Trust, Communication strategies, Web personalization, Consumer behavior research

Trust (or not) the bot? Understanding recommendation adoption and stickiness to the robo-advisor.

Authors: Wang, Chuixin¹ (AUTHOR) 1002265293@ucsiuniversity.edu.my, Aw, Eugene Cheng-Xi^1,2 (AUTHOR) eugenecx.aw@gmail.com

Source: International Journal of Bank Marketing. 2026, Vol. 44 Issue 8, p1718-1739. 22p.

Subject Terms: *Robo-advisors (Financial planning), *Financial inclusion, *Algorithms, *Brand image, *Recommender systems, Self-efficacy

Before the Agenda: What the Research on Small Talk Says About Pre-Meeting Conversation.

Authors: Lurtz, Meghaan^1,2

Source: Journal of Financial Planning. Aug2026, Vol. 39 Issue 8, p20-25. 6p.

Subject Terms: *Financial planning, *Client relations, Small talk, Social skills, Neurosciences, Uncertainty reduction theory (Communication), Conversation, Professional-client communication