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.
Trump’s Justice Department Says CFPB Should Not Be Independent
By C. Ryan BarberA federal court is preparing to take up the constitutionality of the consumer bureau, an agency that Republicans and financial companies have long criticized.
March 02, 2017
GOP Bill Would Give Trump Power to Block Agencies’ RulesThe bill would let the administrator of the Office of Information and Regulatory Affairs review regulations.
February 28, 2017
How to Determine Clients’ True Risk ToleranceRisk tolerance is a much more complex and deeply nuanced concept than many advisors know.
February 27, 2017
How Young Financial Advisors Can Invest in ThemselvesOne of the most overlooked parts of advancing one's career is self-investment.
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.