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 Reasons Why I Left Broker-Dealer World
By Katherine VessenesWe have been with several BDs, and the experiences have been far from stellar. Here is why we decided to create our own RIA.
April 14, 2014
Why Clients May Not Trust You and Your Financial PlanYour client or prospect's past experiences with a financial planner, and what they hear and read about planning, may cause them to be skeptical.
April 11, 2014
Top 10 Better Letterman Replacements Than Colbert: Advisor EditionStephen Colbert will replace David Letterman next year as host of CBS Late Show, but ThinkAdvisor has 10 financial gurus who might be better fits.
April 08, 2014
2 Prominent Divorce Advisors Tie the KnotPacific Divorce Management and Michelle Smith of Source Financial Advisors are partnering to offer advisors a franchise arrangement for divorce financial planning.
April 07, 2014
ING U.S. rebranding as Voya Financial now officialThe change affects the parent company that serves as the umbrella corporation for Voya Financials operating companies.
April 07, 2014
Why Financial Planning Remains the Right Thing to DoAfter 20 years as an advisor, providing a thorough, objective financial plan not a sales tool remains the core of what I offer.
April 04, 2014
LPL Exec Bruton Resigns Over ‘Interactions With Other Employees’Derek Bruton, head of independent advisor services at LPL, steps down after seven years at the IBD.
April 04, 2014
Kitces, Moore Launch XY Planning NetworkMembers of the XY Planning Network will offer fee-only financial planning services on an affordable monthly retainer and work with clients virtually.