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.
2015 outlook: Why financial wellness is the next big trend
By Tom RuggieWith financial stress cited as a common workplace distraction, a financially-focused wellness initiative will become a higher priority among businesses.
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.
November 25, 2014
Top 10 Cybersecurity Trends for Financial Services in 2015Developments include threats to Middle East firms, war gaming and creation of fusion centers.
November 25, 2014
Stop the growth of elder abuseA report by Allianz sheds a sad light on elder abuse. But, the research also provides an opportunity for advisors to open the conversation.