Kahneman: Clients Driven by Losses, Not Gains
Advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
We’re Living Longer — Get Ready to Pay for It
ERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
12 Best & Worst Broker-Dealer 401(k) Plans: 2015
Using BrightScope data, we ranked 12 big firms on the tools they give their own employees to prepare for retirement.
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
Tell Your Clients: Stocks Won’t Go Up Forever
The human brain is naturally wired to want to invest more in top performing assets and to pull out of assets that have performed badly.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Boomer Demand for Annuities to Stay High Despite Low Rates
Boomers are good for annuities.
Debt Rising Among Older Americans: EBRI
People over 55 owe more money, and they owe enough to make it a problem.
BrightScope’s AdviceMatch Connects Clients With Advisors, Robos
BrightScope has launched a new product, AdviceMatch, that helps consumers determine whether a human advisor or an online platform is a better fit for them.
6 Smart Tips for Working With Millennial Financial Advisors
Millennials can help you grow and sustain your practice, so let them do what they do best.