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.
With a little help from my friends...
By Staff WriterThe advisors quoted in this two-part article were all very generous in providing insights to help others reach clients from minority backgrounds. I also owe...
July 01, 2008
Further Integration at FidelityIt's no secret that those who provide independent financial advice fall somewhere along a spectrum of independence from the registered rep of an independent broker/dealer...
July 01, 2008
NAPFA Asks Its Members to Get On the BusMuch like the Presidential candidates, NAPFA is bringing its message to the people. Beginning after Labor Day, the National Association of Personal Financial Advisors plans...
July 01, 2008
Lone InvestorsMany affluent individuals still haven't grasped the benefits of having professional advisors. In responding to the 2008 Phoenix Wealth Survey many millionaires described themselves as...
July 01, 2008
Tiburon Panel Highlights Need for ImprovementTiburon Strategic Advisors, led by Chip Roame, wants its research to make executives and advisors think. But an informal discussion focusing on consumers, held during...
July 01, 2008
With Friends Like These...My sense is that these days, some financial planners have become ambivalent about the doings of the CFP Board. So you may or may not...
June 30, 2008
Clearing the mental clutterWe receive quantities of financial information that would have been difficult to obtain in decades past; data that is amazing for its diversity and depth. A 20th-century consumer that might have based an investing decision on a newspaper article and
June 30, 2008
Financial jargon confuses AmericansAdvisors know they operate in a sometimes difficult-to-understand industry, with its specialized products and the language that surrounds them. The average American doesn't understand all of the lingo that pervades the financial services