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.
These 5 Questions Make Client Review Meetings Fun Again: Meghaan Lurtz
By Jeff BermanClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 03, 2023
When Markets Are This Hot, Should You Jump In?The S&P 500 is up almost 9% this year, Nasdaq has gained over 16%, and Bitcoin's jumped more than 44%.
January 31, 2023
Where Investing and Progressive Politics MixModernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 25, 2023
CFP Board to Split Into 2 Nonprofit GroupsThe reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says.
January 25, 2023
How Would Your Clients Score on FINRA's Investor Quiz?FINRA revealed how investors scored on a 10-question quiz, finding knowledge gaps advisors should be aware of.
January 23, 2023
10 Financial 'Movie Plots' That Are Just Modern RemakesFirst-time investors are wowed by what they're seeing in markets, but experienced advisors already know the ending.