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.
7 Financial Mistakes You Shouldn’t Make for Love
By Bernice NapachAs Americans marry later or not at all, more are living with romantic partners. Here are seven warnings for your cohabiting clients.
April 02, 2015
Obama issues exec order to fight cyber attacksThe executive order creates a new way for the U.S. government to better respond to the "most significant" cybersecurity threats.
April 01, 2015
Obama Issues Order to Fight CyberattacksThe executive order creates a new way for the U.S. government to better respond to the "most significant" cybersecurity threats.
April 01, 2015
Dear NAPFA: Don’t Take a Position on a Political Issue......unless it's on financial issues affecting markets, the economy or clients' well-being. Indiana's Religious Freedom Restoration Act doesn't pass that test.
March 31, 2015
Stock Price Path Drives Investing Decisions: Behavioral Finance StudyWhen a big game ends in a tie, fans' reaction depends on how their team got there. The same goes for stock investing.
March 27, 2015
Royal Alliance Adds $600M Group With 33 RepsAlso, Securities America welcomes back a $100 million team from LPL Financial.
March 26, 2015
Referral shades of grey: 10 un-commandments of referralsSixty-one percent of clients who provided referrals did so because they wanted to help a friend of colleague.
March 24, 2015
Wall Street’s 15 Biggest Spenders on Lobbying in WashingtonWall Street banks, financial services firms and trade associations spent $1.4 billion in the 2013-2014 election cycle, according to Americans for Financial Reform.