Clients Are Financially Savvy, and Other Myths
Reminders on why charging fees based on assets under management is by far the most client-centered form of advisor compensation.
CFP Board Announces First AACSB-Accredited Ph.D. Program
The Ph.D. program will be "very rigorous because you’d get the Ph.D. in business with an emphasis on financial planning,” said CFP Board's chairman.
Outlook 2012: Value Investing — A Glimmer in the Gloom
Like value investment gurus Warren Buffett and Benjamin Graham, today's stock pickers believe that investment is most intelligent when it is most businesslike.
Cover Story: Custom Job
All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress...
What Do Prospects Find When They Google You?
Amazing fact: The United States alone accounts for 9.5 billion Internet searches every month. Pointed question: What do prospects discover when they google you? If the results...
The Science of Investing
Finance theory says: The only way to beat the market is by knowing what others don't. Few fight me on that. But in today's ?ber-connected...
To Learn More About Behavioral Finance . . .
BOOKS Advances in Behavioral Finance by Richard Thaler (Russell Sage Foundation, 1993) Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein (John Wiley & Sons, 1996) Choices, Values,...
The Roads Less Traveled
Planning to travel the alternative investments hig
Have clients nearing retirement who are avoiding t
If your young female clients are in need of an edu