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.
Financial Stress Could Cost Employers Up to $250B in Lost Wages Annually
By Emily ZulzEmployees spend 5 to 13 work hours per month worrying about personal finances, Mercer reports.
August 11, 2017
Sen. Warren Probes 16 Financial CEOs on CFPB Anti-Arbitration RuleWarren says the execs have "remained silent on the rule" even as industry lobbyists have fought it aggressively.
August 10, 2017
Financial Anxiety Is the New Diet AnxietyA Northwestern Mutual study finds that 67% of millennials have anxiety about their level of savings.
August 07, 2017
Lawmakers Want September Hearing on ‘Never-Ending’ Wells Fargo FiascoSen. Elizabeth Warren and Rep. Maxine Waters want top bank executives to answer to Congress.
August 03, 2017
Susan John Named CFP Board Chair-ElectThe former NAPFA board member will start as chair in 2019.
July 31, 2017
Performance vs. Tenure: A Lesson in Employee EvaluationA firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
July 31, 2017
Americans’ Personal Financial Satisfaction Hits 10-Year High: AICPAAmericans are experiencing their highest levels of personal financial satisfaction in more than 10 years, according to the American Institute of CPAs.
July 25, 2017
House Panel Passes Bill to Boost Capital to Small CompaniesOther bills aim to change treatment of municipal securities and to ensure oversight committee includes insurance expert.