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.
Vanguard Veteran Jack Brod Named CFP Board Chair
By Melanie WaddellBrod, who replaces Susan John, takes the helm as CFPs are grappling with revised standards of conduct.
January 17, 2020
Scammed: How Savvy Investors, Johnny Depp and Regular Folks Get DupedBen Carlson tells ThinkAdvisor about financial scams and the weirdest scam he's ever heard of.
January 15, 2020
How a Conservative Is Defending Obama's Consumer Protection Bureau"This case presents a remarkably weak case for invalidating an Act of Congress," Paul Clement told the Supreme Court on Wednesday.
January 14, 2020
House Passes Bill to Prohibit Insider TradingThe House also passed Cybersecurity and Financial System Resilience Act of 2019.
January 10, 2020
6 New Year's Investment ResolutionsWays to become a better investor in the long term.
January 09, 2020
Top 11 Hedge Fund Trends in 2020Expect further asset growth as well as industry consolidation, Agecroft Partners says.
January 06, 2020
At Supreme Court, Fidelity Argues Against Liability Over Suspicious Activity ReportTwo clients sued Fidelity, claiming they spent heavily to defend themselves after the SAR was filed.
January 06, 2020
How an Army Captain Turned Advisor Preps Clients for the Next CrisisMilitary and economic crises have a lot in common, Christopher Manske, a retired Army captain, tells ThinkAdvisor.