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.
On a Mission
By Melanie WaddellKevin Keller celebrated his first year as CEO of the CFP Board of Standards on May 1, 2008. During Keller's first year on the job,...
May 31, 2008
Financial advisors redefinedThe next generation of clients will be different in many ways from today. Baby boomers are going to expect more from their advisors, including the ability to do more than just financial planning. Whether that is fair to advisors is irrelevant;
May 28, 2008
Three skills for effective communicationCommunicating effectively with clients involves three major skills, according to Hendrie Weisinger, in his book "The Emotionally Intelligent Financial Advisor." Use "I" statements to show...
May 28, 2008
Study finds surprising attitudes among high-net-worth boomersA recent AARP study finds that: The majority of boomer "elites" feel that they are always on top of their finances (91 percent vs. 80...
May 28, 2008
Keeping up with clientsAccording to Mitch Anthony and Scott West, in their book, "Your Client's Story," there are three questions an advisor needs to ask to discover a...
May 28, 2008
Curiosity only kills catsMitch Anthony and Scott West extol the power of curiosity for advisors in their book, "Your Client's Story." A healthy curiosity helps build relationships with...
May 27, 2008
New Tool from Principal Financial Group Helps Build Personalized Roadmap to Financial SecurityEmployees overwhelmed by difficult benefit choices and complex financial decisions, now have a new tool to put them on track, the Principal Financial Group, Des Moines, Iowa, has announced. My Principal Edge Milestones is an interactive program that
May 04, 2008
Dodge City ReduxAlthough the subprime meltdown seems to have been going on forever, it's only since the beginning of 2007 that many companies have been taking impossibly ...