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.
Meet the 2024 Luminaries Winners
By Janet LevauxThe honorees were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 14, 2024
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel CrosbyFinancial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.
September 05, 2024
10 Reasons Stocks Don't Go Up ForeverClients who are newer to investing might be blinded by recent history. Here's what to tell them.