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.
LPL Nabs $3B Team From Securities America
By Janet LevauxJFC Financial Services has 17 employees, a group of in-house financial professionals and some 100 affiliated financial advisors.
April 25, 2020
Merger to Create Biggest Firm on LPL's RIA PlatformFinancial Resources Group and Gladstone Wealth Group are combining their 670 advisors and $24 billion in assets.
April 24, 2020
Robert Shiller: Why Investors Are Comparing COVID-19 to the Great Depression"This pandemic is generating a lot of scary narratives" that affect investors' behavior, the Nobel prize-winning economist says.
April 22, 2020
The 2020 IA25: Amy WebberThe President and CEO of Cambridge Investment Research shares advice on serving clients during the COVID-19 pandemic.
April 22, 2020
The 2020 IA25: Ric EdelmanThe founder of Edelman Financial Engines shares advice on serving clients during the COVID-19 pandemic.
April 17, 2020
RIA Valuations, Financing Options Remain Strong: EchelonThe wealth management sector remains "super healthy" despite the pandemic, managing partner Dan Seivert says.
April 16, 2020
Most Endowments and Foundations Expect Severe Recession: SurveyThree in five plan to reduce costs and spending rates, NEPC reports.
April 15, 2020
8 Ways to Get Prospects to Switch AdvisorsWharton marketing professor Jonah Berger talks to ThinkAdvisor about the art of changing minds.