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.
Greenbacker Capital Buys Wind Power Facilities From BlackRock
By Ginger SzalaThe goal, the firm says, is to provide RIA and family office investors real-asset renewable energy project investments to generate strong, stable cash flows for clients.
September 16, 2019
Vanguard Releases New Framework to Calculate an Advisor's Value to ClientsThe framework, based on research involving clients of Vanguard's Personal Advisor Services, assigns a high value to emotional outcomes.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 13, 2019
Calm Clients During Volatile Markets With Technology and a PlanYour clients' financial plans should include instructions for how to react in certain market scenarios.
September 12, 2019
Questionnaires Are the Root of All Evil in Financial Services, Professor SaysDecision theorist Shachar Kariv tells ThinkAdvisor why surveys are a poor way to gauge risk tolerance and discusses his tools to gamify the process.
September 09, 2019
Morningstar Launches Goals-Based Software for Planning, InvestmentsGoal Bridge lets advisors connect client goals to planning and investment strategies.
September 02, 2019
Labor Appointee Eugene Scalia Earned $6.2M as Lawyer in 2018Scalia's clients at the firm include Facebook, Ford Motor Co., Walmart and Goldman Sachs, as well as e-cigarette maker Juul.
August 27, 2019
Trump Nominates Eugene Scalia as New Labor SecretaryThe news comes about six weeks after the resignation of embattled DOL leader Acosta.