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.
Prudential swings to profit, but revenue dips
By Christina RexrodeRevenue fell 18 percent to $10.8 billion, from $13.2 billion a year earlier.
October 31, 2013
Islamic Pension Shift May Boost Investment OpportunitiesAsset management industries in Asia and the Middle East may find a surprising boost to growth in the form of Islamic pension funds.
October 28, 2013
Say ‘No’ to Clients Who Are Behaviorally Different From YouTaking on a client who is too different from yourself can be overly draining and not worth the reward.
October 28, 2013
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—SlideshowWhat does an advisor have to do to ensure a successful transition with an internal candidate?
October 18, 2013
Is Financial Education All It’s Cracked Up to Be?An analysis of more than 200 studies found that financial literacy education overwhelmingly fails to change behavior after two years.
October 18, 2013
FPA Experience: The Young, the Famous and the VirtualNew to this year's FPA Experience: Sessions will be streamed and archived to reach a wider advisor audience, CEO Lauren Schadle says.
October 16, 2013
9 Financial Firms With Most Improved ReputationsFinancial firms reputations are regaining traction after the financial crisis, but they have a long way to go, according to Makovsky, an independent communications firm.
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?