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.
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership Roles
By Joyce HansonThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
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!
June 28, 2010
Reform Bill Vote, Derivatives Inquiry, and Jobs: Advisor Briefing for the Week of June 28, 2010What's happening this week.