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.
Empowering African-American Clients Through Financial Literacy
By Savita Iyer-Ahrestani"I feel like there's a swimming pool full of clients that want financial advice and Im the only one swimming in it, says Philadelphia advisor James Veal.
October 01, 2013
LPL Nixes NestWiseLPL Financial said it closed down its mass-market NestWise business unit on Sept. 1 to save costs. The independent broker-dealer launched the program,…
October 01, 2013
Americans Don’t Know Who to Trust on Money Matters: TIAA-CREF SurveyBut the survey has good news for advisors: 58% of respondents said they'd like a single point of contact for advice.
September 30, 2013
Disability Insurance Observer: CorrelationSo, uh, what forces are requiring insurers to invest in the same stuff?
September 30, 2013
Disability Insurance Observer: CorrelationSo, uh, what forces are requiring insurers to invest in the same stuff?
September 29, 2013
How to deal with difficult clientsThree top advisors share their tips for handling problematic clients.
September 26, 2013
Advisors Rank 10 Best & Worst Ads by Partner FirmsMore than 1,000 advisors reviewed 30 print ads not only for likeability but also for relevance and impact in a Phoenix Marketing International survey.
September 26, 2013
Reform Is Not Enough to Restore Trust in Wall St., Experts SayFiduciary advocate Knut Rostad, conservative think tank AEI and Wall Street lobbying group SIFMA discuss how to regain investor trust.