Broken Trusts: The Man Who Married His Wife Six Times
Manipulative parents, conditional love and hostile children create the conditions for incentive trusts that don’t work, as the case of the six-marriage man makes clear.
Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You Out
United Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.
New Behavioral Finance Findings and Optimal Asset Allocation (AdvisorOne)
Leads, Leads, Leads! Then Understanding Clients...
Do commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively
What Behavioral Finance Teaches on How to Discuss Risk With Clients
The lessons of behavioral finance: avoid focusing on short-term volatility when the objective is long-term growth.