Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage.
Community College Students: New Source of Financial Planners?
The American College's Ajamu Loving is looking to expand academic partnerships with community colleges to achieve multiple goals, including cultivating more advisors.
Advising Clients in the H1-B Visa Program: a Valuable Niche
Michael Solari helps multinational clients in the H1-B visa program navigate the challenge of planning their financial futures as U.S. citizens.
Do Heartbeat and Temperature Affect Financial Decision Making?
University of Georgia researchers are studying whether physiology, not just psychology, affects investor behavior.
The Booming, Yet Overlooked, Business of Beauty
Think beauty is a "fluffy" investment? Then you haven’t looked at the numbers.
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25
Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
Jason Carroll: Succession Planning Pioneer — The 2016 IA 25
“Whether it be strategic acquisition or a retiring advisor," Live Oak's managing director and senior officer for investment advisory lending says, "we do it.”
Being an Advisor, and Friend, to the LGBT Community
Timothy LaPean has created a financial planning firm that allows his LGBT clients to rest assured that he's there to listen and help, not judge.
Fighting Investor Bias Through Portfolio Design
Behavioral finance specialist and Nocturne Capital founder Daniel Crosby is frustrated with the way behavioral finance has been applied to financial planning.
Helping a New Generation of Women Get Control of Their Finances
Planner Patricia Allen uses her "Life by Design" program to talk frankly with her female clients about meshing their financial goals and personal values.