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.
For this advisor, it’s all academic
By Daniel WilliamsAdvisor Linda Leitz is studying for her Ph.D. so she can understand the psychology behind boomers financial decisions.
April 08, 2013
A Modest Proposal: Prosecute Non-Fiduciaries Using Term ‘Advisor’Dalbar CEO Lou Harvey has strong medicine for the ills described in today's fiduciary debate: allow only fiduciaries to call themselves advisors, prosecuting those who misappropriate the name.
April 05, 2013
Fidelity Measures Advisors’ Impact Through Financial CrisisFidelity found that those who used an advisor felt more prepared both before and after the crisis, and were more likely to say the economy has improved.
April 04, 2013
Fed issues final rule for nonbank supervisionThe board also established the requirements for when a company is "predominantly engaged in financial activities."
April 02, 2013
Many mothers unsatisfied with their financial situationTwenty-four percent of mothers surveyed across the country reported that they were satisfied with their current financial situation.
April 01, 2013
How to Shake Up Your MarketingDespite significant structural changes in the industry over the last decade, financial services marketing has remainedas Jay Nagdeman puts itconservative, undisciplined and expensive.
March 28, 2013
6 Stages of Behavioral Change, Pt. 2: When Clients Don’t Follow Your AdviceWhose fault is it when clients fail to follow your advice? Maybe its time for better training.