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.
Honoring Advisors Who Serve(d): Memorial Day, 2016
By Ronald PechtimaldjianThinkAdvisor, in its yearly slideshow, honors nine veterans this Memorial Day who served in the armed forces and now serve their clients as financial advisors.
May 24, 2016
Edelman Financial Services Names Former LPL Exec as CEORic Edelman leaves CEO position to focus on the firms financial education and advice.
May 20, 2016
Marilyn Mohrman-Gillis: CFP Board's Public Policy Kickstarter — The 2016 IA 25Mohrman-Gillis has lobbied lawmakers and regulators to ensure that the CFP Board has a legitimate seat at the public policy table.
May 12, 2016
How to hire successful producersInterviewing job candidates is a time-consuming process. Follow these steps to make sure you find, interview and ultimately hire the right people.
May 12, 2016
LIMRA unveils training to address financial abuse of eldersThe new elder financial abuse program meets Connecticuts mandate and similar laws affecting the insurance industry.
May 12, 2016
Do Conflicts of Interest Affect the Value of Financial Advice?When they understand the difference, most clients will happily pay a bit more for advice thats in their best interest. Who wouldnt?
May 09, 2016
What I Learned Updating My CRM and Financial Planning ToolsOne thing I realized early on: don't change too many pieces of the software you use at the same time.
May 08, 2016
Being an advisor, and friend, to the LGBT communityBeing able to understand and relate to a clients journey, to respect individual personhood and individual experience are all important to a financial advisor.