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.
Kitces Blasts FPA for Electing TD's Skip Schweiss
By Melanie WaddellSchweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA's, Kitces said.
October 03, 2019
How to Spot Seismic Shifts in Business Before They HappenAuthor and popular speaker Rita McGrath tells ThinkAdvisor how to spot the subtle trends that will reshape investments and industries in the future.
October 02, 2019
Is Free Trading at E-Trade, Schwab and TD Ameritrade Really a Boon for Investors?No-cost trades could lead to more bad trades and brokerages hawking more costly products, industry watchers say.
October 02, 2019
What Your Clients Should Do if Someone Yells 'Recession' in a Crowded TheaterIf the prospect of a downturn has your clients spooked, here's a more nuanced view to share with them.
October 02, 2019
Parents Missing a Chance to Teach Kids About Saving: AICPAThe average allowance is $30 a week, and very little of that is being saved, according to an AICPA survey.
October 02, 2019
How a UBS Exec Gets Families to Open Up About Wealth TransferJudy Spalthoff of UBS tells ThinkAdvisor some tools and techniques to guide these conversations — including a card game.
October 01, 2019
100 Questions to Ask in an Estate Planning InterviewThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 27, 2019
Lawmakers Sound Financial Stability Alarm as SIFI Designation Becomes MuteAt a hearing, lawmakers fretted about the demise of the SIFI designation for nonbank companies.