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.
Tips to speed up your client testimonial process
By Simon ReillyYou can speed up the testimonial process by sending an email followed by a telephone appointment using a script that looks like the following:
June 16, 2011
I’m OK, You’re Not: In CFP Survey, Americans Feel Better About Own Finances Than EconomyAmericans' trust in advisors fell during the recession, but most would happily sit down with an advisor to work out a financial plan, says a CFP Board survey.
June 14, 2011
FDIC Plans to Snuggle Up to SIFIsInsurers that think they will be classified as systemically important financial institutions may want to consider setting aside office space for representatives from the Federal Deposit Insurance Corp.
June 14, 2011
FDIC Plans to Snuggle Up to SIFIsInsurers that think they will be classified as systemically important financial institutions may want to consider setting aside office space for representatives from the Federal Deposit Insurance Corp.
June 13, 2011
Obama to Nominate Gruenberg as New FDIC ChiefThe White House said that President Obama will nominate Martin Gruenberg as chairman of the FDIC, replacing Sheila Bair, whose term expires this month.
June 10, 2011
FPA in China: A Chinese Planner’s Analysis of Trip’s ValueA representative of the FPSB China shares her insights on financial planning in China and the value of the FPA’s trip.
June 10, 2011
Planners Beware: More Probes by CFP Board; Reg S-P Victory Gives It More Teeth—Compliance WatchCFP Board enforcement chief Shaw says 1,500 investigations launched in 2010; bankruptcies new focus.
June 09, 2011
NAPFA Announces New National Board MembersThe new board members, all CFPs, were introduced to membership at the NAPFA National Conference in Salt Lake City on May 20 and elected on June 6.