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.
U.S. Executives, Employees Pessimistic on Economy, Studies Find
By Danielle AndrusExecutives agree reform is necessary for stability; majority of employees feel some stress.
September 01, 2010
Planners Chime In on Fiduciary StandardThe Securities and Exchange Commission (SEC) should adopt a uniform standard for sale of investment products no less stringent than the fiduciary standard under the Investment Advisers Act, a coalition of financial planner groups says.
September 01, 2010
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1Recently, an advisor client of ours (an independent advisor with over $2 million in annual revenues) received the advisor equivalent of a "Dear John" letter....
September 01, 2010
Editor's Note: What If You Held a Party for 3,000 People and Everyone Showed?Summer doldrums? Hardly. We were busy all last month collecting beer and bubbly for our dual anniversaries in the September issue. The first marks Investment...
September 01, 2010
Advisor or Confidant?While on a late summer afternoon outing with my children, we suddenly came across an Apple Store in all its technological seduction and splendor. Upon...
August 31, 2010
'The Future of Finance' From London School of EconomicsThe London School of Economics (LSE) is publishing a new book, The Future of Finance: The LSE Report, which asks: "What is a financial system for?"
August 31, 2010
'The Future of Finance' From The London School of EconomicsA new book from some leading financial thinkers asks: 'What is the financial system for?'
August 31, 2010
Boston University's Call for Papers on Fiduciary DutyPapers from practitioners and academics and all POV due by August 31.