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.
Americans’ Personal Financial Satisfaction Hits 10-Year High: AICPA
By Michael S. FischerAmericans are experiencing their highest levels of personal financial satisfaction in more than 10 years, according to the American Institute of CPAs.
July 25, 2017
CFP Board’s Fiduciary Standard Provides ‘More Freedom’ Than DOL’sRay Ferrara of the CFP Board answered planners' questions about how the proposed changes to the standards for CFPs compare to Labor's fiduciary rule.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 14, 2017
Is the Fiduciary Standard Really a Political Issue?I dont see anything particularly liberal about the notion that all professionals should be required to provide advice in the best interest of their clients.
July 13, 2017
4 Ways to Keep More ClientsThe battle for client retention is won, or lost, within the first two years of bringing them on.
July 11, 2017
‘Just Say No’ to CFP Board’s New StandardsThere are two reasons why the new standards are not in the best interest of CFP certificants or the public.
July 06, 2017
Targeting US, Mobile Ransomware Follows the Money: KasperskyMobile ransomware attacks focus on wealthy countries. An annual report from Kaspersky Lab shows the United States leading the ransomware list.
July 06, 2017
7 Tips for Success From 500 Top Financial ProfessionalsThe path to higher life and annuity sales may start with an effort just to be a great person.