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.
Is Financial Education All It’s Cracked Up to Be?
By Danielle AndrusAn analysis of more than 200 studies found that financial literacy education overwhelmingly fails to change behavior after two years.
October 15, 2013
What Is the Philosophy of Your Financial Planning Firm?How can clients find the planner that's right for them, and how can planners ensure they're a good match for their clients?
October 11, 2013
Financial Wellness Paves New Career Track for AdvisorsAs financial planning students look around for career opportunities, Financial Finesse suggests a slightly different track is presenting itself.
October 11, 2013
Benmosche apologizes for lynching remarkThe AIG CEO explains himself to Rep. Elijah Cummings.
October 10, 2013
Financial Plans: Don’t Have ‘Em, Don’t Need ‘EmMore than a quarter of Americans dont have a financial plan, and 38% of those dont have any intention of creating one, says Nationwide Funds.
October 08, 2013
40% of investors do not have a financial planWorse yet, the same group does not intend to create one.
October 08, 2013
40% of investors do not have a financial planWorse yet, the same group does not intend to create one.
October 04, 2013
Military Families’ Confidence Falls After Earlier ImprovementsThe First Command Financial Behaviors Index found military families are once again concerned about the economy.