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.
Why Clients May Not Trust You and Your Financial Plan
By Mike PattonYour 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 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.
April 03, 2014
LPL Goes Green With New San Diego HeadquartersThe building is energy neutral, LPL says, and will offer free electric car charging and recycle most of its water.
March 28, 2014
Visual Tools Help Clients Make Complex DecisionsBut its easy to introduce bias, Anya Savikhin Samek of the University of Wisconsin-Madison says, so finding the right visual tool is important.
March 25, 2014
Surveying the affluent: What the research revealsMost wealthy respondents had not fully accounted for several key factors that could affect their retirement.