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.
4 Things Advisors Should Never Say to Clients
By Joyce HansonWriter Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
September 05, 2013
Most Americans Say Recovery Passed Them ByWhat recovery? is the reaction of many Americans five years after the Great Recession, according to the latest Country Financial Security Index survey..
September 04, 2013
Justifying Your Value to Clients: The Bottom LineAre there better ways to make the value of financial planning more obvious, more salient to clients than just highlighting the cost? Exploring the options.
September 03, 2013
Consumers prefer certified advisorsMore than eight in 10 consumers believe that certifications are important when choosing a financial advisor.
September 03, 2013
Consumers prefer certified advisorsMore than eight in 10 consumers believe that certifications are important when choosing a financial advisor.
August 30, 2013
To Justify the Value of Financial Planning to Clients, Consider SaliencyIf you want to be more valued (and compensated) for the financial planning work you perform on clients' behalf, including the 'shadow work,' you'd best understand how saliency works.
August 30, 2013
Ackermann cited in suicide note of Zurich CFOJosef Ackermann has stepped down as chairman of Zurich Insurance Group after officials learned that former CFO Pierre Wauthier mentioned Ackermann in his suicide note.
August 28, 2013
LPL Shutters Mass-Market UnitAs part of the NestWise closure, Esther Stearns will be leaving the IBD, along with more than 30 other employees.