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.
FPA in China: A Chinese Planner’s Analysis of Trip’s Value
By Shine LeiA representative of the FPSB China shares her insights on financial planning in China and the value of the FPA’s trip.
June 06, 2011
Barclays Wealth Report: HNW Investors Want More Financial DisciplineA need for increased financial discipline is likely to be felt most by those at the wealthiest end of the scale ($16 million +), Barclays reports.
June 01, 2011
Watch for these elder abuse red flagsAs an advisor to senior clients, you're in a position to witness evidence of financial exploitation, a form of elder abuse.
June 01, 2011
From Media to EnvestnetWhen Marion Asnes was considering a career change, she would have had many options in the advisor universe.
June 01, 2011
The Differentiation DilemmaAs financial advisors, one of the more intimidating but inescapable aspects of the business is meeting with prospective clients and trying to obtain new…
June 01, 2011
The China Syndrome: What Will We, and the FPA, Learn in China?Ever the skeptic on the benefits of the globalization of financial planning, Bob Clark admits he might be wrong this time. Maybe.
May 31, 2011
Elements of behavior: Tips for managing your advisor energyIt is said that behavioral style matches the four elements. These elements demonstrate the following characteristics:
May 31, 2011
How did you choose to arrange your financial lives for a second (or third) walk down the aisle?When I met my wife a few years ago, I had just been through a very bitter divorce.