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.
Dodd-Frank Critic to Chair House Financial Institutions Panel
By David BaumannRep. Blaine Luetkemeyer was a cosponsor of the Financial CHOICE Act during the last Congress.
January 06, 2017
Boomers, millennials view economy differently post-electionCountry Financial Security Index reveals millennials are less optimistic than older generations when it comes to financial security this year.
January 06, 2017
Election Leaves Millennials Pessimistic About Financial SecurityMore than 70% of millennials said the economy this year would be worse off than in 2016, the survey found.
January 05, 2017
Investors Increasingly Willing to Pay for Financial Advice: CerulliRetainers and hourly fees were the least compelling fee structures, the study found.
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.