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.
Weekend Interview: Muriel Siebert on Financial Reform and Financial Literacy
By Kate McBrideAfter all she has accomplished, the legacy she wants most is financial literacy for America.
July 02, 2010
Aite Survey on Financial Planning: Some Advisors Need a BoostA report from Aite Group found that the majority of the advisors surveyed classified themselves as planning-focused, 35%, a segmentation strategy that could become more important as lawmakers move to enact a fiduciary standard.
July 01, 2010
Ask These QuestionsTo help its coaching clients build a "professional advocate" network, ClientWise has formulated questions to ask prospective members of your network. Here's a sampling: o How...
July 01, 2010
Celebrate your financial freedomAs an advisor, are you currently in a position to sit down with your clients and share with them the good news that
July 01, 2010
"NAPFA Is Back," Says Group's ChairWith more than 500 attendees and 110 exhibitors, "NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Personal Financial Advisors, told the...
July 01, 2010
LPL Financial Shares IPO Plans; On Track to Rival WirehousesLPL Financial filed statements with the SEC in early June 4 to go public with an estimated $600-million stock offering. The independent broker-dealer has 12,026 independent...
June 30, 2010
Celebrate your financial freedomAs an advisor, are you currently in a position to sit down with your clients and share with them the good news that
June 28, 2010
Seminars 101Use your dynamic to connect to the crowd and they will choose your product because of you!