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.
5 Critical Marketing Questions Financial Advisors Must Ask Themselves
By Alix PurcellMany advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they arent asking the right questions.
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.
October 06, 2014
Using Monte Carlo Distributions in Financial PlanningHow using Monte Carlo simulation can give you, and your client, a better appreciation for the likelihood of an investment return.
October 06, 2014
Family Offices Globally Show Significant Similarities: StudyThe average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
October 06, 2014
Millennials slowly becoming more aggressive with investingAs memory of the financial crisis fades, millennials are becoming more comfortable with investment risks.