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.
3 Self-Defeating Investor Behaviors: Franklin Templeton
By Joyce HansonWith the help of "Predictably Irrational" author Dan Ariely, Franklin Templeton pinpoints three behavioral reasons why fearful investors may miss opportunities.
October 25, 2012
TIAA-CREF: Most Americans don’t follow through on financial adviceThe survey observes that just one-third of Americans consistently take action after receiving financial advice.
October 25, 2012
TIAA-CREF: Most Americans don’t follow through on financial adviceThe survey observes that just one-third of Americans consistently take action after receiving financial advice.
October 24, 2012
Investors OK With ‘New Normal’According to the latest results of the Merrill Lynch Affluent Insights Survey, close to 45% of Americans accept the tough economic conditions.
October 24, 2012
Should Advisors Run for Office?FPA head Paul Auslander recently argued advisors should get more interested in public office. Why, though, has the interest been so modest to begin with?
October 24, 2012
LPL Grabs $175M Team From SagePointThe 19-member group is based in Southern California and focuses on boomers, as well as members of Gen X and Y.
October 24, 2012
CFP Board Did the Right Thing on Planners’ BankruptciesA CFP's bankruptcy is serious, of course, but such planners deserve to be treated fairly, and after being informed, clients can decide for themselves whether filing for Chapter 11 is a game-changer.
October 23, 2012
Stress Fracture: How to Save Your Relationship With Your ClientIn your waiting room a client watches the TV tuned to CNBC, which shouts out good newsthe Dow is up 300 points. Oddly, her stress level skyrockets. Why?