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 Ear of the Beholder: Words Clients Hate, Words Clients Like
By Ronald PechtimaldjianA Chubb research project found that its not what you say to prospects that matters; its what they hear.
October 05, 2017
Regulators Issue Joint Investor Bulletin During World Investor WeekSecurities regulators on six continents are participating in the investor education and protection event.
October 03, 2017
FPA, CFP Board Formalize Their CollaborationThe stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.
October 02, 2017
FPA Board Chooses Former Intelligence Officer as President-ElectPresident-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
September 29, 2017
Trump Says He'll Decide on New Fed Chair in Two to Three WeeksFed chair Janet Yellen considered to be among candidates; Warsh and Powell interviewed as Trump, Mnuchin consider options.
September 28, 2017
U.S. Is Said to Plan Freeing AIG From Systemic-Risk DesignationAIG and Prudential are now the only two 'systemically important financial institutions.'
September 28, 2017
Vanguard Launches Behavioral Finance Retirement PortalVanguard's new web portal is built on its Retirement Readiness Tool that employs behavioral finance research to provide savers with personalized recommendations.
September 28, 2017
FPA Partners With TD Ameritrade to Boost CFP ContentThe new educational materials will be showcased Oct. 1-4 at the 2017 FPA Annual Conference in Nashville.