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.
Women More Likely to Have High Financial Stress
By Danielle AndrusWomen and parents are almost twice as likely as men and non-parents to report high or overwhelming levels of financial stress, Financial Finesse found.
June 11, 2013
Advisors Must Accept the Realities of a Changing AmericaAdvisors' efforts to reach out to different communities have not progressed as much as they should have.
June 10, 2013
Millionaires’ biggest financial regretIn a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.
June 10, 2013
Advisors must adjust to a post-trust eraClients live in a "post-trust" era, the result of promises made, but not kept, by government institutions and businesses.
June 10, 2013
Advisors must adjust to a post-trust eraClients live in a "post-trust" era, the result of promises made, but not kept, by government institutions and businesses.
June 07, 2013
High net worth investors feel dissatisfiedOnly 2 percent of high net worth investors say they plan to recommend their financial advisor to other investors.
June 07, 2013
High net worth investors feel dissatisfiedOnly 2 percent of high net worth investors say they plan to recommend their financial advisor to other investors.
June 07, 2013
Millionaires’ Biggest Financial RegretIn a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.