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.
CFP Board Names Maureen Thompson VP of Public Policy
By James J. GreenConsumer advocate who founded lobbying firm The Hastings Group will assume duties formerly held by Marilyn Mohrman-Gillis.
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.
November 29, 2016
LPL Nabs $4B Group With 135 Reps From LincolnIntegrated Financial Partners of Waltham, Massachusetts, is joining its IBD and hybrid RIA platforms.
November 28, 2016
Meir Statman: What ‘Normal People’ Really Want From AdvisorsProfessor Statman talks about next-gen behavioral finance, how to manage clients well-being and why annuities can emit the smell of death.
November 23, 2016
LPL Continues Strong Recruiting Drive in Q3A large number of advisors moved to the IBD from Cetera, Wells Fargo and Edward Jones.
November 21, 2016
Why you should care about financial exploitationBeyond a moral responsibility, advisors in some states can be held criminally and civilly liable for not reporting suspected financial abuse.
November 21, 2016
Why you should care about financial exploitationBeyond a moral responsibility, advisors in some states can be held criminally and civilly liable for not reporting suspected financial abuse.
November 21, 2016
With BRC Acquisition, 361 Capital ‘Exploits’ Analysts’ BehaviorThe behavior that 361 Capital and BRC Investment Management try to take advantage of: analysts changing their estimates.