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.
Financial Coaching Leads to Higher Credit Scores, More Savings
By Michael S. FischerNew research suggests that financial coaching can help low- and middle-income families in a lasting way.
June 14, 2013
Women More Likely to Have High Financial StressWomen 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 13, 2013
Investor Alert: Latvia to Become Newest Eurozone MemberFar from breaking up, the Eurozone is on the verge of welcoming a new member. The news is good press for the Eurozone, after so many bad headlines.
June 13, 2013
Protecting seniors from financial scamsThe government releases a guide to help seniors avoid fraud, while medical personnel say their elderly patients are sometimes victims of investment swindles.
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.