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.
AUM of independent advisors to surpass wirehouses
By Warren S. HerschWirehouses 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 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.
February 26, 2013
Many investors ignorant about advisor compensationAlmost one-third of the investors surveyed in 2012 indicated they were not sure how their financial services provider was paid.
February 26, 2013
Learned Behavior: Educating Advisors on Behavioral FinanceTheres an ample body of academic research that financial advisors could turn to in order to figure out why, say, a prospective client seems so eager at first to retain their services and then suddenly goes cold on them.