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.
Clients Prefer Comprehensive Advisors Over Specialists: Survey
By Melanie WaddellOnly 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
August 15, 2013
Are Financial Planners Failing to Set Themselves Apart?While many advisors may not realize it yet, the mantra of providing personal, customized financial planning by an experienced CFP is no longer a differentiator...
August 13, 2013
What ‘Elysium’ Suggests About the Future of FinanceIn the 22nd century, the world of wealth may look like an exaggerated version of today's reality, according to movie director Neill Blomkamp.
August 13, 2013
What’s your niche?If youre having trouble zeroing in on your specialty, take a poll.
August 12, 2013
8 of the Worst Financial Meltdowns by AthletesFrom bad investments to bad lifestyle choices, athletes never seem to run out of ways to lose millions.
August 07, 2013
New Website Lists Consumer Reviews of Financial AdvisorsA new online service touts itself as a social network for financially minded individuals.
August 06, 2013
Advisors underestimate time it takes for clients to give referralsFinancial advisors are operating under the impression that their clients are willing to provide referrals for them much quicker than they actually are.
August 06, 2013
Advisors underestimate time it takes for clients to give referralsFinancial advisors are operating under the impression that their clients are willing to provide referrals for them much quicker than they actually are.