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.
Give Us Tougher Financial Reform, Americans Say
By Melanie WaddellThree years since passage of the Dodd-Frank Act, a survey finds that Americans want to continue to rein in Wall Street.
July 29, 2013
Focus on clients’ positive financial behaviorBehavioral finance has focused on documenting irrational financial behavior of human beings, but advisors should turn their attention to their clients' good behaviors.
July 29, 2013
Focus on clients’ positive financial behaviorBehavioral finance has focused on documenting irrational financial behavior of human beings, but advisors should turn their attention to their clients' good behaviors.
July 29, 2013
A silver lining in a G-SII label?The label could be good for credit ratings, says Moody's, but caveats for the companies' earnings profile.
July 29, 2013
A silver lining in a G-SII label?The label could be good for credit ratings, says Moody's, but caveats for the companies' earnings profile.
July 26, 2013
Focus on Clients’ Positive Financial Behavior, Consultant SaysFrom the outset, behavioral finance has focused on documenting irrational financial behavior of human beings, but advisors should turn their attention to the good behaviors their clients are practicing.
July 26, 2013
CFP Board Announces Rich Rojeck as 2014 Chair-ElectRojeck, a managing director with Sagemark Consulting/Lincoln Financial Advisors, says the investing public will "ultimately best be served by an established financial planning profession."
July 26, 2013
Dave Vick: Leading clients to a solution, not a saleDave Vick knew early on that he had that sales gene. But hed rather lead his clients to a decision than sell them.