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.
Consumers prefer certified advisors
By Warren S. HerschMore than eight in 10 consumers believe that certifications are important when choosing a financial advisor.
August 28, 2013
LPL Shutters Mass-Market UnitAs part of the NestWise closure, Esther Stearns will be leaving the IBD, along with more than 30 other employees.
August 28, 2013
Advisor 'touches' at a five-year highOn average, the survey reveals, financial services providers connect with advisors almost 63 times per month through email.
August 28, 2013
BofA-Merrill Moves to Settle Lawsuit With Black BrokersThe lawsuit, which alleges discrimination and was initiated in 2005, could be resolved for a reported $160 million as early as Tuesday.
August 26, 2013
Give Us Tougher Financial Reform, Americans SayNearly five years after the financial crisis and three years since passage of the Dodd-Frank Act, Americans across lines of race, age, geography and political affiliation who strongly support tougher rules for Wall Street jumped 10 percentage points over those favoring such reform last year, according to a study by...
August 22, 2013
Why clients withhold financial info from advisorsA majority of the respondents describe financial information they don't share as too personal."
August 22, 2013
What Your Clients Are Hiding, and WhyThe information clients withhold could seriously undermine a financial strategy, Securian says.
August 21, 2013
Bob Veres Goes Laissez-Faire in the Fiduciary DebateJust when you thought there was nothing left to say about the reregulation of advisors under Dodd-Frank, Veres offers a novel perspective.