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.
Buying a vacation home with friends? Better read these 5 tips first
By Joyce HansonAs an advisor, you sometimes face the unenviable task of putting a client's dreams into perspective.
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.
July 07, 2015
Sen. Warren Reintroduces Bill to Restore Glass-SteagallNew poll results the same day found voters still want tougher rules for Wall Street five years after Dodd-Frank Act became law.
July 02, 2015
CFP Board Names Ameriprise’s Mike Greene as Chair-ElectGreene will become Board chair in 2016; replaces Joe Votava, who resigned in March.
July 01, 2015
CFSI: Turning Greater Financial Knowledge Into Better HabitsJoshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.