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.
Boomers, millennials view economy differently post-election
By The LifeHealthPro EditorsCountry Financial Security Index reveals millennials are less optimistic than older generations when it comes to financial security this year.
January 03, 2017
Planning tips for the professional with cognitive impairmentIt is time for every insurance and financial services professional to look at the reality of the risk we all face with impaired cognition.
December 22, 2016
Behavioral economics offers a glimpse into investor biasesBehavioral economics has illuminated the fact that people can fall into negative thinking patterns that cloud their judgement and impact their investments.
December 22, 2016
2017 Career Guide: How Do Your HR Benefits Stack Up?If you want to attract and retain next-gen advisors, remember they expect more than just salaries and bonuses for their work.
December 21, 2016
More Americans Resolve to Seek Financial Advice in 2017: AllianzAllianz Lifes annual New Years Resolution Survey found that consumers positive financial outlook is prompting them to get their finances in order.
December 13, 2016
CFP Board Names Maureen Thompson VP of Public PolicyConsumer advocate who founded lobbying firm The Hastings Group will assume duties formerly held by Marilyn Mohrman-Gillis.
December 13, 2016
Trump's Treasury Pick Has a $230 Million Blemish on His RecordSoon after Steve Mnuchin sold OneWest Bank last year, problems emerged that may tarnish his record there.
November 30, 2016
Elder financial fraud may be worse than thought, study saysA study of caregivers found 37 percent of seniors have experienced financial exploitation, and those who have been victimized once are at risk for repeat fraud.