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.
Advisor 'touches' at a five-year high
By Warren S. HerschOn average, the survey reveals, financial services providers connect with advisors almost 63 times per month through email.
August 22, 2013
Why clients withhold financial info from advisorsA majority of the respondents describe financial information they don't share as too personal."
August 22, 2013
What Your Clients Are Hiding, and WhyThe information clients withhold could seriously undermine a financial strategy, Securian says.
August 21, 2013
Bob Veres Goes Laissez-Faire in the Fiduciary DebateJust when you thought there was nothing left to say about the reregulation of advisors under Dodd-Frank, Veres offers a novel perspective.
August 20, 2013
Clients Prefer Comprehensive Advisors Over Specialists: SurveyOnly 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
August 16, 2013
FPA to Honor Elissa Buie, Deena and Harold, Elaine BedelThis years P. Kemp Fain, Jr. award goes to Buie; Heart of Financial Planning honors to Bedel, Katz and Evensky, Kacy Gott and Savvy Ladies
August 15, 2013
LPL Adds $360M Team in OklahomaShaw Financial Services moves to the independent broker-dealer from Lincoln Financial.
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...