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.
When Older Clients Falter: Mary Malgoire on Advisors’ Role
By Olivia MellanAdvisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.
April 24, 2013
Too-Big-to-Fail Bill DOA: CommentatorsWashington Analysis says the headlines, hearings and speeches around the measure will amount to mere noise, while SIFMA says the bill would dampen business lending.
April 23, 2013
The CFPB Warning on Senior Designations: Off the MarkIs cracking the whip on deceptive seminars for seniors really the most important issue a Consumer Financial Protection Bureau should be pursuing?
April 23, 2013
What does your style say to your clients?Think your tailored suit says "Trust me"? You might want to think again.
April 22, 2013
What Does Your Style Say to Your Clients?Gone are the days of the guy in a black suit.
April 22, 2013
Women desiring financial help rises significantlyDespite innovations in the financial services industry, women say financial information is harder to understand now than in 2006.
April 22, 2013
Women desiring financial help rises significantlyDespite innovations in the financial services industry, women say financial information is harder to understand now than in 2006.
April 22, 2013
Viewing Financial Planning Through the Lens of Risk ManagementIn planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.