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.
What You Need to Know About Millennial Wealth
By Fran O'BrienMillennials constitute a demographic segment many financial advisors ignore sometimes unwisely. To be sure, baby boomers and Gen Xers tend to have more wealth and typically are more receptive to advisors traditional investment-oriented appeals than millennials.
January 22, 2018
Kestra Taps New COO From Wells FargoKris Chester spent the last 18 years at Wells Fargo Bank before joining the independent advisor platform.
January 18, 2018
FPA to Offer SEI Content to Members Through PartnershipSEI subject matter experts will be instrumental in expanding the educational offerings provided to FPA members, the groups say.
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.