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.
Eleanor Blayney: The 2013 IA 25 Extended Profile
By Danielle AndrusEleanor Blayney started in the financial industry as a Beltway bandit, she said, working with a consulting firm on projects for the EPA.
May 24, 2013
African-Americans Remain a Viable, Untapped Advice MarketDespite an increase in wealth, a proven track record of financial progress and greater overall financial confidence, African-Americans are being ignored by advisors.
May 22, 2013
Better Employee-Benefits Communication Means Happier WorkersEmployers are embracing benefits planning and combining traditional benefits communication with financial planning to help employees, Liz Davidson, CEO and founder of Financial Finesse, said in a webcast on Tuesday.
May 22, 2013
Boomer housemates have more funWhat do you call roommates who are all age 60+? Boomies.
May 22, 2013
African-Americans feel better off financiallyAlmost half of African-Americans feel better off financially than they did five years ago.
May 21, 2013
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing EdIn the second of a three-post series on the CFP Boards proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Boards proposal is rife with conflicts of interest.
May 20, 2013
NAPFA Names Geoffrey Brown CEOIn his new role as NAPFA CEO, Brown will be responsible for the growth of the organization that now numbers approximately 2,500 members.
May 17, 2013
Top 10 Most Disliked U.S. Companies: 2013AdvisorOne focuses on the bottom 10 in a Harris poll ranking consumers opinion of the reputation of Americas 60 most visible companies.