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 your clients' investing behavior at FSIs Financial Advisor Summit.
September 30, 2014
BofA to Pay $7.65 Million SEC Penalty Over Capital OverstatementsBank of America will pay millions on claims that it overstated its capital by billions after failing to report losses tied to Merrill buy.
September 29, 2014
10 Signs of Financial ExploitationKathy Greenlee, assistant secretary for aging at the U.S. Department of Health and Human Services, estimates about four out of every 10 elders is financially exploited.
September 29, 2014
FSI Adds New Advisor Members From 2 FirmsSpire Investment Partners LLC and Portfolio Resources Group Inc. announced in early September that their independent financial advisors are now members of the Financial Services Institute.
September 29, 2014
Where Are All the Rational Investors?In the last few decades, academics and practitioners have studied, defined and begun to exploit anomalies arising from human nature.
September 29, 2014
Elder Abuse Resources for AdvisorsFind links to more information about when and how to report suspected financial abuse of elders
September 29, 2014
Using Monte Carlo in Financial Planning: The AssumptionsWhen creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.
September 26, 2014
Behavioral Finance: Informational Inefficiencies Benefit Small-Cap Value StrategyCommon corporate actions like dividend increases and share repurchases are designed to improve companies capital structure and increase the value of their shares.