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.
Fed Officials Divided on When to Begin Balance-Sheet Unwind
By Craig Torres, BloombergPolicymakers repeated their support for gradual rate hikes; a few expressed concern about high stock valuations.
June 30, 2017
Spending Bill ‘Poisoned’ by Financial Choice Act, House Dem SaysThe bill includes many of the most dangerous parts of the Wrong Choice Act in violation of House rules, says Rep. Maxine Waters.
June 29, 2017
CFP Board, TD Ameritrade Seek Submissions for Behavioral Finance Research AwardThe two groups are teaming up for the first in a series of Best Paper Awards.
June 28, 2017
New CFP Board Standards Are a Good Step, but What’s Next?Make no mistake CFP Boards proposal is a good first step; the big question, perhaps the only question, is what step comes next.
June 27, 2017
FSI Taps New Board Members, Leadership for 2018Dean Harman, CEO of Harman Wealth Management, will be the second financial advisor to chair the group of indie reps and broker-dealers.
June 26, 2017
3 Big DOL Fiduciary Pain Points for AdvisorsAn Aite Group survey of advisors asks how difficult they think various tasks will be under the fiduciary rule.
June 22, 2017
FSI Shares Views, Case Studies on Outside Business ActivitiesMore input from independent advisors and brokers-dealers is also sought by the Financial Services Institute.
June 21, 2017
Board to Death: Is the CFP Board’s New Fiduciary Standard Really Better Than No Standard at All?Back in 2008, the CFP Board announced that it was revising its professional standards to include a requirement that CFPs act as fiduciaries for their clients.