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.
How You Can Standardize the Financial Planning Process
By Michael E. KitcesWhere are the opportunities for standardization in a financial planning firm? They are everywhere once you start to look, and here are four to get you started.
July 02, 2013
Too big to fail, foreverThe nations five biggest banks are even bigger than they were before the financial meltdown.
July 02, 2013
Canadians give low priority to finances in summerOne-third of Canadians say they take a mental vacation from thinking about their finances during the summertime, according to a new survey.
July 01, 2013
Your Clients’ Biggest Financial RegretsRegret is one of the most powerful emotions, and it affects everyone everywhere, particularly when it comes to financial planning.
June 25, 2013
Help for NFL Players Suddenly Rich or Suddenly RetiredThe online financial education partnership with Financial Finesse, begun in 2009, now allows current and former players to get unbiased guidance by phone from Financial Finesse CFPs.
June 25, 2013
Financial Coaching Leads to Higher Credit Scores, More SavingsNew research suggests that financial coaching can help low- and middle-income families in a lasting way.
June 24, 2013
Supreme Court’s Recess Appointment Case Challenges CFPB Head: HensarlingThe case, on three people Obama named to the NLRB, will also determine the constitutionality of Richard Cordray's appointment, the House Financial Services chairman says.
June 21, 2013
Why Competition May Boost Your IncomeNew research from Harvard and the University of Chicago offers some counterintuitive ideas on advisors pay.