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.
Why Women Select, Retain or Reject an Advisor
By John SullivanThe money I spent on a financial advisor was "the best investment I ever made," says one panelist.
May 05, 2013
Kitces and Winterberg Describe the Future of Financial PlanningAt FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near futurenow?planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
May 04, 2013
Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?
May 02, 2013
Why a uniform fiduciary standard isn't the answerA uniform fiduciary standard wont change anything if we dont fix some of the underlying problems plaguing the industry.
May 02, 2013
Why a uniform fiduciary standard isn't the answerA uniform fiduciary standard wont change anything if we dont fix some of the underlying problems plaguing the industry.
April 30, 2013
Plan for today, tomorrow and the futureMany of us are at different levels of our professional lives. You may be just at the start, or considering leaving the financial industry. No matter where you are today, there will come a time when your clients will want to know who is going to look after their financial...
April 29, 2013
Mohamed El-Erian: The 2013 IA 25 Extended ProfileEach of the individuals on the 2013 IA 25 were selected for their creativity, success andof courseimpact. And kicking off the extended profiles of the IA 25 honorees is Mohamed El-Erian, who is making his third appearance on the list.With the 2013 IA 25, our 13th annual list of the...
April 29, 2013
Has Your Profession Left You?A high school teacher in Syracuse, N.Y., recently gained notoriety when he posted his resignation on his Facebook page. Jerry Contis lamentation about educationI am not leaving my profession, in truth, it has left meimmediately went viral.