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.
Plan for today, tomorrow and the future
By Philip E. HarrimanMany 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
When Older Clients Falter: Mary Malgoire on Advisors’ RoleAdvisors 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 29, 2013
Financial tips for newlywedsWhen the afterglow of the wedding is replaced with day-to-day life, couples should begin talking seriously about a financial plan for the future.
April 29, 2013
Financial tips for newlywedsWhen the afterglow of the wedding is replaced with day-to-day life, couples should begin talking seriously about a financial plan for the future.
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.