Why NASAA Is Leading the Charge Against Elder Fraud
At least one-third of the enforcement actions initiated by state securities regulators involve senior investors, and NASAA is tackling the issue head on.
On Election Day, Reports Show Optimism Increasing — A Little
Consumers are feeling more optimistic than they were last year, LIMRA reported on Election Day.
7 Worst Credit Cards of 2014
Small-business cardholders in particular have much to be wary about since some credit card rules don't apply to them, CardHub says.
Dave Ramsey’s 4 Worst Pieces of Financial Advice
It is unfortunate that radio “shock jocks” influence personal financial planning. Dave Ramsey may be the king of bad advice.
How to Attract and Keep the Next Generation of Clients
One perhaps surprising finding: Millennials tend to work with older advisors. But experience alone is not enough to keep them happy.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
The 7 Secrets of ‘Delightful’ Client Communication
Most of us haven't been taught how to explain, says Josh Braun, vice president of business development at digital agency Jellyvision.
Perking Up Your Presentations
Josh Braun, who wrote “The Art of Communication: How to Explain Complex Ideas in Simply Delightful Ways,” has uncovered several resources that can help advisors make their ideas connect with clients.
Harness Emotions to Minimize Investing Mistakes
Behavioral finance has become an increasingly important concept in the last few years as two bear markets magnified the emotional reactions triggered in investors.
Communicating So Clients Really Listen
According to the British bank Lloyds, the average person's attention span these days is five minutes. Does that startle you? It should.