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.
6 Stages of Behavioral Change: Pt. 1
By Michael E. KitcesWhose responsibility is it when clients fail to follow your advice?
March 18, 2013
AUM of independent advisors to surpass wirehousesWirehouses share of assets under management will fall to 35 percent, AUM under independent advisors will grow to 39 percent.
March 15, 2013
5 sales strategies for the African American marketStill a largely underserved market, there's more than 2.4 million affluent African-American households in the U.S.
March 15, 2013
5 sales strategies for the African American marketStill a largely underserved market, there's more than 2.4 million affluent African-American households in the U.S.
March 07, 2013
When not in RomeDivided Washington may stand, but united it is in its resolve not to end up like Europe.
March 07, 2013
Blueleaf names top custodians widely used by advisorsAccording to the report, more than 20 percent of advisors use each of the top four firms named.
March 06, 2013
Who should regulate the banks?Can regulators and Swedens central bank get their act together before the country follows the same path as the U.S.?
February 28, 2013
Pro-Athlete Advisory Firm OFS Joins Dynasty Financial PartnersThe specialty advisor firm counts Olympic gold medalists, NBA, NHL and MLB All-Stars, and Super Bowl champions as clients.