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.
Wealthy Americans Spend $13,000 a Year on Vacations: BMO Survey
By Emily ZulzMany affluent Americans will go on as many as six vacations a year, a BMO survey finds.
July 17, 2015
Buying a vacation home with friends? Better read these 5 tips firstAs an advisor, you sometimes face the unenviable task of putting a client's dreams into perspective.
July 17, 2015
Buying a vacation home with friends? Better read these 5 tips firstAs an advisor, you sometimes face the unenviable task of putting a client's dreams into perspective.
July 16, 2015
How to Stop Clients From Ruining a Vacation Home PurchaseSarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
July 16, 2015
Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of ChangeBrad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors money behavior (and conflicts).
July 13, 2015
What makes an advisor blog great?Blogging can give a powerful boost to a financial advisor's career if done right.
July 09, 2015
Strategies for Helping Millennials Thrive in the WorkplaceUnderstanding what motivates younger employees may help you build strong teams and grow relationships with Gen Y investors.
July 09, 2015
LGBT Couples Need Marriage Advice (the Financial Kind)Now that same-sex marriage is legal nationwide, many gay couples are unsure how to proceed, a Wells Fargo survey found.