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.
Zurich left reeling by finance chief's death
By John HeilprinThe CFO's suicide has left lots of unanswered questions.
September 10, 2013
5 Years After Lehman Crash: ‘Dark Times’ AheadJanet Tavakoli and other commentators talk of violated American principles, the death of capitalism and dark times for the future of the republic.
September 10, 2013
4 Things Advisors Should Never Say to ClientsWriter Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
September 08, 2013
Bad website? You don’t know what you’re missing.Is your website causing you to lose referrals?
September 05, 2013
Why sales skills matterWe achieve success in our business because we use professional sales skills to inspire people to take action.
September 05, 2013
Most Americans Say Recovery Passed Them ByWhat recovery? is the reaction of many Americans five years after the Great Recession, according to the latest Country Financial Security Index survey..
September 04, 2013
Justifying Your Value to Clients: The Bottom LineAre there better ways to make the value of financial planning more obvious, more salient to clients than just highlighting the cost? Exploring the options.
September 03, 2013
Consumers prefer certified advisorsMore than eight in 10 consumers believe that certifications are important when choosing a financial advisor.