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.
4 ways to help LTC planning clients believe in themselves
By Wendy BoglioliPut the power of confidence to work in personal finance.
August 25, 2014
Investor Behavior by the BookAs you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
August 25, 2014
Seeing the Glamorous Side of FinanceVirginia Postrel reflects on financial advice and visual persuasion.
August 25, 2014
FELA Combines Financial Literacy, Behavioral Finance for Better OutcomesMost financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
August 21, 2014
Financial Engines Lawsuit Could Spark Other Robo-Advisor SuitsFinancial institutions that offer computer-based advice, or are considering it, should pay close attention to the Financial Engines case.
August 21, 2014
BofA to Pay $16.65 Billion to End U.S. Mortgage ProbesThe settlement, which includes $7 billion in consumer relief and a $5 billion penalty, is the harshest penalty yet related to the 2008 financial crisis.
August 20, 2014
Advisor: Do You Have an Abundance or a Scarcity Mindset?What's true for clients is true for advisors. How you view the worldwith an abundance or a scarcity mindsetmakes a difference in your behavior. Choose.
August 19, 2014
Advising the advisor: Part 1 (stress is a problem)Several studies have described the emotional and psychological stress that the profession of financial advising entails.