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.
Honesty sells the best policy
By Adam CufrYou know how best to serve your clients. Putting your own interests ahead of theirs can have far-reaching consequences and cost you in the end.
March 06, 2014
Black churches have become financial planning educatorsThe National Black Church Initiative has successfully educated 125,000 families on the important facets of proper financial planning.
March 05, 2014
Black Churches Have Become Financial Planning EducatorsThe National Black Church Initiative has successfully educated 125,000 families on the important facets of proper financial planning.
February 28, 2014
House Passes Bill to Rein In CFPBThe bill replaces the director with a bipartisan board and cuts bureau workers pay; Senate support for the measure is unclear.
February 21, 2014
UBS, Raymond James Grab $2M Teams From RivalsMeanwhile, Sapient recruits a rep from RBC in Oregon, a new RIA opens its doors in Minnesota, and an ex-Ameriprise group joins LPL.
February 13, 2014
Americans’ Top Concern: Sex or Money?A quarter of affluent couples say money worries affect their libidos, a survey finds.
February 05, 2014
The Vindication of History: Harold Evensky and CFP LiteThe CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
February 04, 2014
Post Office Proposes to Offer ‘Financial Services’The Postal Service says it has assets to serve the underbanked, boost its own money-losing operations and benefit banks through partnerships.