Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
4 Ways to Know Clients Better
By Angie HerbersThis is not only the key to providing financial services and maintaining your business, its also essential to attracting and keeping other clients like them.
January 16, 2018
Working With an Advisor Boosts Investor Confidence: SurveyHere's what investors look for in advisor and what they're trying to accomplish, according to the Million Dollar Round Table.
January 09, 2018
Want to Land More Clients? Think Like a DoctorLike a doctors patient, your ideal prospect is in pain. And you should offer your services only to ideal prospects.
January 09, 2018
Stop Financial Crimes Against Older AmericansGreater data sharing among financial institutions, along with specific safeguards against financial fraud, could root out exploitation.
January 08, 2018
Here Are Gen Xers’ Biggest Financial ConcernsGen Xers are at a critical financial junction, yet most don't have an advisor, making them an important target market, Jefferson National reports.
January 08, 2018
Record Number of Women Became CFPs in 2017The CFP Board says 1,250 women were certified last year.
January 04, 2018
Paré Becomes FPA PresidentThe president of PF Wealth Management Group started his one-year term on Jan. 1.
January 03, 2018
New AARP Tool Helps Investors Choose an AdvisorThe Interview an Advisor tool walks the user through suggested questions to ask a financial professional.