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.
Forget Asking for Referrals, Occupy Your Client’s Brain
By Gil WeinreichOne of the big misconceptions in the advisory business is that clients refer new business because the advisor asks for the referral. But thats not it at all," says advisor consultant Stephen Wershing. We do it because we like to be the answer guy."
October 04, 2012
GAO clamors for more disclosure from FSOCThe agency created to ensure that risks to the stability of the U.S. financial system are quickly identified and dealt with needs greater transparency to do its job correctly, the Government Accountability Office (GAO) said in a new study.
October 04, 2012
4 Cool Apps for Impressive PresentationsStill using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.
October 03, 2012
GAO clamors for more disclosure from FSOCThe agency created to ensure that risks to the stability of the U.S. financial system are quickly identified and dealt with needs greater transparency to do its job correctly, the Government Accountability Office (GAO) said in a new study.
October 02, 2012
Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for YearsNaming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.
October 01, 2012
SIFI process launchedThe Financial Stability Oversight Council started the clock ticking on the six-month process for designating a non-bank as systemically significant on Friday.
October 01, 2012
London Is Bleeding BankersThird-quarter drops in revenue and profits have reportedly cost the City of London 9,000 jobs in the financial services sector, according to a survey by a business lobby group.