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.
In sequestration’s wake, military families cut spending
By Warren S. HerschSome 42 percent of military families plan to cut back on everyday spending as a result of sequestration.
October 04, 2013
TIAA-CREF finds trust missing in financial adviceNearly half of Americans say it is hard to know which sources of financial advice can be trusted.
October 04, 2013
Empowering African-American Clients Through Financial Literacy"I feel like there's a swimming pool full of clients that want financial advice and Im the only one swimming in it, says Philadelphia advisor James Veal.
October 02, 2013
Why Facts Trump Feelings in Financial Planning: Russell’s NoonanRetirement planning has been "sold" as a feeling or a mood, with not enough emphasis on tactical research, capital insight expert says.
October 01, 2013
LPL Nixes NestWiseLPL Financial said it closed down its mass-market NestWise business unit on Sept. 1 to save costs. The independent broker-dealer launched the program,…
October 01, 2013
Americans Don’t Know Who to Trust on Money Matters: TIAA-CREF SurveyBut the survey has good news for advisors: 58% of respondents said they'd like a single point of contact for advice.
September 30, 2013
Disability Insurance Observer: CorrelationSo, uh, what forces are requiring insurers to invest in the same stuff?