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.
Second Thoughts: Making Better Decisions
By Olivia Mellan, Sherry ChristieWhen messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.
February 19, 2013
Online Tools Make Investors More DiligentHowever, a survey found that while more than half of respondents use these kinds of tools, just 46% say regular online access has improved their ability to save.
February 19, 2013
A Battle Won Over Independent Contractor Status, but War PersistsIn the continuing struggle to retain independent contractor status for IBD advisors on both the state and federal level, broker-dealers have a key ally in FSI. The Waddell & Reed lawsuit is a case in point.
February 15, 2013
Most Gen X and Y Americans financially uninformedFour in 10 say they are not very knowledgeable, one in five indicate they are not at all knowledgeable.
February 15, 2013
Most Gen X and Y Americans financially uninformedFour in 10 say they are not very knowledgeable, one in five indicate they are not at all knowledgeable.
February 14, 2013
Average annual comp for advisors up 4%The report shows that, on average, sole practitioners receive an annual compensation of $98,049.
February 14, 2013
Average annual comp for advisors up 4%The report shows that, on average, sole practitioners receive an annual compensation of $98,049.