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.
The Latest News on Caregiving Costs, Millennial Wants and America's Financial Fitness
By Emily Zulz, Michael S. Fischer, Bernice NapachWhile many aspects of caregiving have been previously studied, financial caregiving remains largely unexamined. A Merrill Lynch study, conducted in partnership with Age Wave The Journey of Caregiving: Honor, Responsibility and Financial Complexity finds that 92% of caregivers say they also are financial caregivers, performing at least one...
November 20, 2017
Trump’s Treasury Proposes ‘Too Big to Fail’ ChangesThe list of insurers officials consulted includes AIG, John Hancock, MetLife and Prudential Financial.
November 17, 2017
If Wynonna Judd Needed Financial Therapy, Maybe Your Clients Do TooRick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save the country star from the brink of bankruptcy.
November 15, 2017
CFP Board to Seek More Comments on Conduct StandardsThe CFP Board made "meaningful changes" after the first round of comments, Chairman Blaine Aikin said.
November 09, 2017
Securities America Nabs $1.7B OSJ From National Planning Corp.Two Ladenburg Thalmann-owned BDs have landed billion-dollar groups.
November 08, 2017
XY Planning Founders Launch Compliant Payment Processing for AdvisorsMichael Kitces and Alan Moore want to help fee-for-service advisors say goodbye to paper checks with AdvicePay.
November 08, 2017
Need to Know Your Clients Better? Try Playing a GameUC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients true risk tolerance.
November 07, 2017
‘Financial Caregiving’ Is Widespread and Expensive"Financial caregiving" is a near-universal part of elder care but has remains largely unexamined. Merrill and Age Wave studied more than 2,000 caregivers.