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 a Standardized Financial Planning Process Is Better for the Client
By Michael E. KitcesBringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
July 01, 2013
Your Clients’ Biggest Financial RegretsRegret is one of the most powerful emotions, and it affects everyone everywhere, particularly when it comes to financial planning.
June 25, 2013
Help for NFL Players Suddenly Rich or Suddenly RetiredThe online financial education partnership with Financial Finesse, begun in 2009, now allows current and former players to get unbiased guidance by phone from Financial Finesse CFPs.
June 25, 2013
Financial Coaching Leads to Higher Credit Scores, More SavingsNew research suggests that financial coaching can help low- and middle-income families in a lasting way.
June 24, 2013
Supreme Court’s Recess Appointment Case Challenges CFPB Head: HensarlingThe case, on three people Obama named to the NLRB, will also determine the constitutionality of Richard Cordray's appointment, the House Financial Services chairman says.
June 21, 2013
Why Competition May Boost Your IncomeNew research from Harvard and the University of Chicago offers some counterintuitive ideas on advisors pay.
June 14, 2013
Women More Likely to Have High Financial StressWomen and parents are almost twice as likely as men and non-parents to report high or overwhelming levels of financial stress, Financial Finesse found.
June 13, 2013
Investor Alert: Latvia to Become Newest Eurozone MemberFar from breaking up, the Eurozone is on the verge of welcoming a new member. The news is good press for the Eurozone, after so many bad headlines.