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.
Raymond James Recruits 2 Advisors Managing More Than $400 Million
By Emily ZulzRosa Ebling joins from Baird and Jack Bayer joins from JPMorgan.
August 21, 2017
CFPs Lack Clarity on Board’s New Standards, FPA SaysThe Boards proposed changes "do introduce numerous new questions and concerns," says CFP Michael Kitces.
August 17, 2017
Raymond James Nabs $300M Wells Fargo TeamThree advisors from Wells Fargo recently joined the Raymond James office in Rochester, New York.
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.