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 Advisors Handle Quantum Computers?
By Kenneth SilberPowerful processors could reshape finance.
December 19, 2014
2015 outlook: Why financial wellness is the next big trendWith financial stress cited as a common workplace distraction, a financially-focused wellness initiative will become a higher priority among businesses.
December 18, 2014
MetLife gets risk tag from U.S. panel, weighs legal optionsMetLife Inc. said it will consider whether to sue the government over the decision to designate it as a systemically important financial institution.
December 08, 2014
In Search of the Best Financial Planning Software: IntegrationAs I near my decision on which financial planning software to choose, a last-minute integration issue arises.
December 03, 2014
Why Aren’t CFPs Always Subject to a Fiduciary Standard?The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
December 01, 2014
Financial Planning Meets Therapy in New Grad OfferingKansas State University is now offering a certificate in financial therapy that integrates psychological elements with personal finance.
November 26, 2014
Insurance & tech: 3 mistakes to avoid when choosing a CRMHere you will find best practices for choosing a CRM to help advisors make the right investment for their practice.
November 26, 2014
Insurance & tech: 3 mistakes to avoid when choosing a CRMHere you will find best practices for choosing a CRM to help advisors make the right investment for their practice.