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.
Need to Know Your Clients Better? Try Playing a Game
By Jane Wollman RusoffUC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients true risk tolerance.
November 03, 2017
It’s Complicated: Exploring the Advisor-Client RelationshipFinancial advisors are to a persons financial life what physicians are to a persons physical life. But it's much harder to argue with a physician.
November 02, 2017
Advisors ‘Lagging’ in Proper Insurance Against CyberattacksAn FPA survey found that less than a third of advisors were fully prepared to manage the risks of a cyberattack.
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.