FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Investor Behavior By the Book
As you might imagine, people send me more books to review than I can possibly read.
Collaborative Divorce: A Win-Win Dissolution
When my first husband and I decided to end our marriage more than 30 years ago, we wanted to avoid ugly confrontations and create a solution that would give our young son a loving home with both of us sharing custody.
The 13 Anchors of Collaborative Divorce
Before undertaking collaborative divorce, spouses must agree to these “13 anchors” of the process.
Responsibilities of a Financial Neutral
The financial neutral on a collaborative divorce team works very closely with the divorcing couple and the team members to bring clarity and understanding to the family's finances with the goal of helping the couple achieve a mutually agreeable settlement that works for the family […]
A Solution for Gray Divorces
The escalating divorce rate for people who are 50 and older is taking a toll on today's and tomorrow's retirees.
DC Update on SEC User Fees, an SRO and Third-Party Exams
It will be difficult to enact any legislation in this Congress, but I predict that the RIA user fee bill will gain co-sponsors, including Republicans.
5 Keys to Influencing Prospects
Bestselling author and sales coach Bob Burg talks to ThinkAdvisor about how to turn prospective clients from adversaries to allies.
Parenthood Reveals Divide Among Millennials
Millennial parents have more "conservative" social beliefs and different shopping habits than non-parents, a study finds.