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.
Douglas King Named CFP Board Chair-Elect
By Melanie WaddellKing, president and CEO of Prosperity Capital Advisors, is an ex-CEO of Cetera Advisor Networks.
July 19, 2019
How Advisor Biases Influence Client Outcomes: SEI StudyA goals-based wealth management framework can help, the group says.
July 17, 2019
Most Millionaires Don't Consider Themselves Wealthy: Ameriprise SurveyMillionaires have many of the same financial concerns as investors lower on the wealth spectrum, the survey found.
July 12, 2019
Is Edelman Financial Engines' New Offering a Threat to Rollovers?The firm's new Fiduciary Distribution Review is the first building block in its bid to disrupt trillions in flows to IRAs.
July 11, 2019
New Chalice Financial Network Platform Offers M&A Matchmaking ServiceIndependent financial advisor members have access to the full deal-making toolkit.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 09, 2019
Small Changes Can Make a Big Dent in Retiree Health Care CostsHealth care costs compound quickly at the end of life, but advance planning can soften the blow, HealthView Servces says.
July 09, 2019
How You Can Hack Your Retirement PlanAdvisors who create 401(k) plans for employers should keep these hacks in mind.