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.
On the Third Hand: Clawblind
By Allison BellOur chief systemic risk monitors are like fire chiefs who hold an annual conference while their spouses are throwing matches at one another in the hotel lobby.
December 26, 2012
Morgan Stanley Initiative To Focus on Financial Planning for LGBT ClienteleMorgan Stanley launches program to provide wealth planning, business development and marketing resources for LGBT clients.
December 21, 2012
Buy her a giant gummy bearDo you know what would surprise and delight your clients?
December 21, 2012
Slow and Steady Wins the RegIn 2013, FSIs main priorities will be engaging politicians on relevant regulations and legislation, like the DOL's fiduciary rule, BDs independent contractor status as well as certain provisions of Dodd-Frank.
December 20, 2012
How clients want to communicateEven when you think you are being clear, misunderstandings can happen in the client-advisor relationship.
December 20, 2012
How clients want to communicateEven when you think you are being clear, misunderstandings can happen in the client-advisor relationship.
December 18, 2012
Council on Foundations Reorganizes to Better Serve MembersNineteen jobs eliminated as organization moves toward less traditional structure. Twelve positions to be created.
December 17, 2012
Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?Advancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.