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.
Service members outshining civilians in tracking family finances
By The LifeHealthPro EditorsMilitary families are more likely than the general population to check on household finances "extremely or very often."
May 26, 2016
Honoring Advisors Who Serve(d): Memorial Day, 2016ThinkAdvisor, 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 25, 2016
Do Heartbeat and Temperature Affect Financial Decision Making?University of Georgia researchers are studying whether physiology, not just psychology, affects investor behavior.
May 24, 2016
How behavioral economics will improve your practiceListen and learn how behavioral economics is crucial to more productivity and happier clients.
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.