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.
Investor Behavior by the Book
As you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
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.
The Anchoring Effect: How to Save Investors From Inertia
Human nature is such that most people are still inclined toward just leaving their allocations be, even if they know it’s probably not in their best interest to do so.