Endorphinomics: Working on Happiness
“At the awards ceremony, the firm's president recognized Toby with the ‘Top Producer’ award because he had (drum roll, please) ‘generated over $3 million of gross revenue in the previous year.’
7 Reasons Women Make Better Money Managers Than Men
Having more female money managers is a smart diversification strategy, author Meredith Jones says. Here are some reasons they often outperform.
Daniel Kahneman: Father of Behavioral Finance—The 2015 IA 35 for 35
Behavioral finance has become widely accepted in financial planning circles as the industry recognizes that sometimes perfectly intelligent clients do very stupid things.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
Riskalyze’s Klein: ‘We Can’t Out-Robo the Robo-Advisors’
Riskalyze CEO Aaron Klein discusses what he says is a better way for advisors to stay competitive.
“The fault, dear Brutus, is not in our stars, but in ourselves.”
IMCA to Offer Online Courses With MIT Sloan for CIMA Certification
Program joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
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.