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.
How to Choose an Account Aggregation Tool
By Dan SkilesAccount aggregation technology has been available in various forms for many years.
February 27, 2015
Survey: Internal and external wholesalers bring unique valueInternal sales teams are best at handling advisors requests for planning tools, illustration support and basic service issues.
February 26, 2015
NY Attorney General Floats Whistleblower Incentive BillWhistleblower law "will be the strongest, most comprehensive in the nation, and is long overdue for a state with the worlds most important financial markets."
February 23, 2015
Dynasty Adds $800M Team From Morgan StanleyMeanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
February 20, 2015
The Kids Are Not All Right, Financial Pros WorryTwo recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
February 20, 2015
NAPFA Elects Moore Board Chairman for 2015 TermCurrent board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.
February 20, 2015
3 ways to sell your ‘invisible’ services to prospective clientsHere's the good news: The factors prospects often rely on in choosing a financial planner are generally in your control.
February 13, 2015
How to Sell Your ‘Invisible’ Services to Prospective ClientsA 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.