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 Underrated Art of Listening to Your Clients
By Steve LuckenbachAfter a plane crash hurt his ability to speak, advisor Randy Carver learned how to really listen. And his practice flourished.
November 01, 2017
Blockchain Annuity Startup Adds Legal AdvisorAuctus has also brought in a financial advisor and a pension fintech advisor as it heads toward an initial coin offering.
October 30, 2017
FSI Offers Disclosure Alternative to BICEThe lobbying group suggests that firms should offer a concise disclosure at the point of sale with a more detailed disclosure available on their websites.
October 27, 2017
Americans’ Financial Satisfaction Soars to Record High: AICPAStock market gains and abundant jobs propelled the AICPAs third-quarter Personal Financial Satisfaction Index past its previous high reached in 2006.
October 25, 2017
Who Wins, Who Loses in Defeat of the CFPB Anti-Arb RuleLike many battles in Washington these days, the Senate vote against the CFPB rule pits consumer groups against financial institutions and their representatives.
October 25, 2017
Complex Client Chats Could Be Untangled by Speech SoftwareGridspace says its analysis software, from SRI Speech Labs, would eventually fit the needs of the financial advisory space.
October 24, 2017
FPA NexGen Picks Former Teacher as 2018 President-ElectAutumn Campbell of New Orleans will assume the role in January.
October 24, 2017
Senate Preparing to Overturn CFPB Anti-Arbitration RuleThe House has already voted to void the CFPB rule, and the Senate could vote as early as today or tonight.