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.
Protecting the Public: After Fiduciary, Competence Is Next Frontier
By Michael E. KitcesNotwithstanding some of the successes of the Financial Planning Coalition in pushing forward the fiduciary battle in Washington, requiring all advisors to act in the best interests of their clients is still an uphill fight.
March 06, 2012
Aging in America: Scammers vs. SeniorsLosses mount from scams targeting older Americans.
March 05, 2012
Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You OutUnited Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.
March 01, 2012
Midsize Nonprofits Fall Short in Financial Knowledge: New StudyGaps in financial knowledge exist among professionals at midsize nonprofits, with serious implications for those organizations and the donors who place their trust in them, according to a new study by the Center on Philanthropy at Indiana University.
February 29, 2012
A guide for getting referralsStay on the clients personal radar screen in positive and creative ways.
February 28, 2012
New Behavioral Finance Findings and Optimal Asset Allocation (AdvisorOne)That investors will react more to financial market losses than gains is a well-known behavioral finance theory that's become increasingly important in…
February 28, 2012
Financial Services Industry ‘Safer, Sounder’: Hamilton Financial IndexHamilton Place Strategies released on Tuesday its new Hamilton Financial Index, which shows that great progress has been made in strengthening the financial services sector since the financial crisis in 2008.
February 24, 2012
The Look: What Does an Advisor Look Like?If youve traveled in the financial world for any length of time, I bet youre pretty good at picking financial advisors out of a crowd.