The Messy Reality of Financial Decisions
Following the evidence is imperative and difficult.
Too Many Choices: How to Help Clients Decide
Feeling overwhelmed by all the decisions you face daily? So are your clients. Dan Ariely, Sheena Iyengar and Thomas Frey suggest ways to help them.
Who’s the Easiest Person to Fool?
Remember the advice of physicist Richard Feynman.
Finke: What Do Lifetime Income Projections Achieve?
Proposed rules mandating retirement income estimates hold promise and pitfalls, Michael Finke says.
10 Best Finance Tweets of the Month: August
The Nasdaq shutdown sends tweeters scrambling, Ian Bremmer issues a warning about war and a fake rep pleads with BrokerCheck to expunge a sordid incident.
Mastering the Social Security Timing Game
Optimizing Social Security claims is a complex task—and a way that advisors can benefit clients greatly.
Eleanor Blayney: The 2013 IA 25 Extended Profile
Eleanor Blayney started in the financial industry as a “Beltway bandit,” she said, working with a consulting firm on projects for the EPA.
6 Ways to Not Blow Your First Impression
Getting these details right will build client confidence.
Top 30 Colleges for Highest Starting Salaries: 2013
Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.