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 financial planning be profitable?
By Mike PattonThe advisor must keep track of the time it takes to create a financial plan and compare this with the fee they charge.
October 27, 2014
Can Financial Planning Be Profitable?Heres how I make sure Im at least covering my costs, and my time, in creating a new plan.
October 24, 2014
How financial planning saves advisors from themselvesHow the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
October 22, 2014
What a GOP Senate Takeover Means for Dodd-Frank, CFPB, User FeesAEI's Peter Wallison and others weigh in on what advisors can expect now that Republicans have dominated the midterms.
October 22, 2014
Third of clients say they didn’t get adequate financial planning servicesNew research and analysis from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are financial planners.
October 22, 2014
10 Best Cities for Jobs in Financial Services: 2014Several cities debut on Accounting Principals annual list on financial services jobs.
October 21, 2014
Top 10 Worst Baseball ContractsExcluding the players in the World Series, there are many contenders for a baseball list that no one wants to be a part of.
October 20, 2014
Third of Clients Say They Didn’t Get Adequate Financial Planning ServicesNew research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are financial planners.