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.
10 commandments of investor behavior
By Emily ZulzPsychologist and behavioral finance expert Daniel Crosby provided 10 rules to manage clients' investment behavior at FSI summit.
October 17, 2014
5 Critical Marketing Questions Financial Advisors Must Ask ThemselvesMany advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they arent asking the right questions.
October 16, 2014
Cetera Strikes IPO Investment Deal With JMP, Expands Tech Ties With BroadridgeThe group's 9,700 advisors will be able to offer retail clients access to initial public offerings and its financial-institution clients more self-clearing capabilities.
October 15, 2014
How Financial Planning Saves Clients (and Advisors) From ThemselvesHow the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
October 15, 2014
More than half of seniors don't report elder financial abuse by familyElderly financial abuse is most frequently perpetrated by a family member, friend or caregiver, the report finds.
October 09, 2014
Insurance & tech: Use of e-signatures expected to increaseA recent survey by LIMRA reveals that 60 percent of insurance companies use e-signatures.
October 07, 2014
FDIC, CFPB Launch Spanish-Language Financial Ed Tool for SeniorsThe FDIC and CFPB announced a new downloadable tool that teaches Spanish-speaking seniors how to be smart with their finances.
October 06, 2014
10 Best Cities for Jobs in Financial Services: 2014Several cities debut on Accounting Principals annual list on financial services jobs.