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.
GOP Bill Would Give Trump Power to Block Agencies’ Rules
By Melanie WaddellThe bill would let the administrator of the Office of Information and Regulatory Affairs review regulations.
February 27, 2017
Jewelry: A Surprisingly Large, and Vulnerable, Pocket of Client WealthAdvisors are missing an opportunity to provide added value and attract referrals if theyre not helping clients protect their jewelry collections.
February 27, 2017
3 Client Engagement Styles Advisors Need to UnderstandFacing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
February 27, 2017
Raymond James Adds $2.4M Wells Fargo TeamAdvisor Preston Covington and others join the employee channel in Columbia, South Carolina, with about $375 million in client assets.
February 22, 2017
Common traits of financial fraud victimsFraud victims often share similar mindsets, behaviors and demographic characteristics.
February 13, 2017
Personal Capital CEO’s Mission to Save Fiduciary Rule, Dodd-FrankBill Harris is especially concerned about a section of Dodd-Frank that allows individuals electronic access to their bank account data.
February 10, 2017
Fed’s Tarullo to Step Down as Top Regulator of Wall Street BanksHe will depart years before his term ends in 2022, leaving the Fed board with just four members instead of the usual seven.
February 09, 2017
Hensarling’s Dodd-Frank Do-Over Guts CFPB, Memo RevealsThe Hensarling proposal would transform the bureau from an effective watchdog into a toy poodle, Sen. Sherrod Brown said of the Choice Act.