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.
Can you imagine averaging 18% returns? That's what early Dave Ramsey followers were told to expect
By Michael MarkeyDave Ramsey has been projecting horribly inaccurate rates of return since he started giving financial advice.
January 15, 2016
‘The Big Short’ Writer Finds Dark Humor in Financial MeltdownScreenwriter Charles Randolph talks to ThinkAdvisor about the making of the Oscar-nominated dark comedy starring Christian Bale and Brad Pitt.
January 14, 2016
Celebrities behaving badly with money, and how they were rescuedAfter Wynonna Judd blew through $26 million in nine years, Ted Klontz helped her stop her big spending.
January 13, 2016
CFP Board’s Mohrman-Gillis to Head New Center for Financial PlanningMarilyn Mohrman-Gillis will retain her role as Boards managing director for public policy until a successor is named.
January 11, 2016
Celebrities Behaving Badly With Money, and How They Were RescuedTed Klontz tells ThinkAdvisor stories about the ruinous financial behaviors of the rich and famous, like Wynonna Judd, and how hes helped them.
January 11, 2016
Employers working to boost employee financial wellnessEmployers are increasingly looking at a broader financial picture for their employees and expanding financial wellness programs, a study says.
January 07, 2016
Galvin Charges Citizens Securities With Misleading an Elderly InvestorCitizens Securities, a BD operating within Citizens Bank, put an elderly client in inappropriate investments, the Massachusetts regulator said.
January 07, 2016
Does Your Advisory Firm Really Have an Answer for the Robo Threat?AssetMark's "purpose-based" module has a language and approach that are different enough to resonate with a different set of planners and clients.