American College Retools ChFC Program
New courses address divorce, behavioral finance and financial planning for LGBT community.
A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
Dana Investment Advisors: 2014 U.S. Equity Large-Cap SMA Manager of the Year
The first of two SMA Managers of the Year in this category is Dana Investment Advisors for its Large-Cap Equity portfolio.
All Americans: The 2014 SMA Managers of the Year
The 10th annual SMA Managers of the Year differ in size, process and ZIP code, but they’re all at the top of their investment game.
How Behavioral Finance Can Help Bond Investors
The principles of behavioral finance have been applied extensively to the equity markets, but what about the fixed income market?
7 Things Advisors Must Know to Win Young Male Clients
Men in their 20s and 30s don't act like women their age or like older men. Here’s how advisors can understand, attract and retain them.
Applying Behavioral Analytics to Fund Managers
Most financial advisors and individual investors judge the worth of investment vehicles solely by their performance, but there's more to the story.
Misperception of Millennials Skews Financial Advisors’ Strategies: SIFMA Panel
A panel at SIFMA’s private wealth conference discusses what’s on younger investors’ minds, and it’s not what many thought.
Visual Tools Help Clients Make Complex Decisions
But it’s easy to introduce bias, Anya Savikhin Samek of the University of Wisconsin-Madison says, so finding the right visual tool is important.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.