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.
Elements of behavior: Tips for managing your advisor energy
By Simon ReillyIt is said that behavioral style matches the four elements. These elements demonstrate the following characteristics:
May 31, 2011
The Profession Not Only Lacks Black Advisors, but Minority Clients as WellThe reality, says one advisor: "Our profession will only truly serve Blacks and Hispanics when they become affluent."
May 31, 2011
Hey, Advisor, Are You a Sales Person?What is the role of a financial advisor: to be a salesperson or to dispense advice?
May 31, 2011
FPA in China: Learning How to Build Trust in a Private SocietyIn China financial planning is done through CFPs at banks, but cultural differences around privacy and intimacy pose challenges for Chinese financial planners.
May 26, 2011
FPA in China: Why It Matters for Investors, Clients and, Most Important, AdvisorsAnswers to questions about the world's second largest economy from advisors on the ground in China.
May 25, 2011
House GOP Panel Votes to Delay Dodd-Frank Derivatives RulesRepublicans on the House Financial Services Committee on Tuesday passed legislation, on a 30-24 party-line vote, delaying by 15 months implementation of derivatives regulations as set forth in the Dodd-Frank Act.
May 24, 2011
Elizabeth Warren, CFPB: The Extended 2011 IA 25 ProfileControversial doesn’t begin to describe her.
May 19, 2011
Advisor launches online finance showMatthew J. Rettick is hosting a new web-based financial advice show called Checks and Balances TV. To read the whole story, click the headline.