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.
Savant Capital Enters Online Planning Space
By John SullivanDoes online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.
May 09, 2013
Why Women Select, Retain or Reject an AdvisorThe money I spent on a financial advisor was "the best investment I ever made," says one panelist.
May 06, 2013
When a fellow advisor goes badYou uncover negligence or even criminal behavior on the part of another financial professional. Now what?
May 06, 2013
When a fellow advisor goes badYou uncover negligence or even criminal behavior on the part of another financial professional. Now what?
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.